Share Impact Dashboards

Share PEARS impact dashboards with staff and external stakeholders using real-time or snapshot links.

You can share any impact dashboard with other PEARS users or external stakeholders by generating a shareable link. Shared dashboards can display real-time data or a frozen snapshot.

Create a Share

1

Select and filter a dashboard

Navigate to the dashboard you want to share and apply the filters to display the data set you want others to see.

2

Click Share

Click the Share button to open the Share Dashboard window.

3

Name the share

Enter a descriptive name for the shared dashboard that describes the data being displayed.

4

Choose the data type

Select how the shared dashboard should handle data updates:

• Real-time (default) — The dashboard updates automatically as new data is recorded in PEARS.

• Snapshot — The dashboard is frozen at the point in time when the share is created. Data will not update.

5

Set the access level

Choose who can access the shared dashboard:

• Staff only (default) — Only accessible to users with PEARS accounts.

• Public — Accessible to anyone with the link, including people outside your organization.

6

Create the share

Click Share Dashboard to generate the shareable link. A success message confirms the share was created.

View and Manage Shares

After creating a share:

• Preview — Click the share name to view the dashboard exactly as recipients will see it, including the applied filters, charts, and a QR code.

• Copy link — Copy the shareable link for distribution via email or other channels.

• Delete — Remove a share to revoke access. Deleted shares cannot be re-accessed.

Shared dashboards are listed in the dashboards menu for easy management.

NOTE: Shared dashboards expire after 6 months. After expiration, the link will no longer work. To preserve dashboard data beyond 6 months, save the dashboard as a PDF by right-clicking the page and selecting Print to PDF.