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

Set the expiration date

Choose an expiration date for the share using the calendar picker. This field is required and defaults to one year from today. After this date, the link stops working.

7

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, and the Shares table displays each share's chosen expiration date.

NOTE: Each share expires on the expiration date you set when creating it (up to one year out, the default). After expiration, the link will no longer work. To preserve dashboard data beyond that date, save the dashboard as a PDF by right-clicking the page and selecting Print to PDF.