> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/analyze/impact-dashboards/share-dashboards.md).

# 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

{% stepper %}
{% step %}

#### 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.
{% endstep %}

{% step %}

#### Click Share

Click the **Share** button to open the **Share Dashboard** window. The button is available once the dashboard has finished loading.
{% endstep %}

{% step %}

#### Name the share

Enter a descriptive **Name** **\*** for the shared dashboard that describes the data being displayed.

![Screenshot: The Share Dashboard window with the Name and Expiration Date fields, the Share as a snapshot and Make publicly accessible checkboxes, and the Close and Share Dashboard buttons](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2FFCi9sGYsoeVBnov7URsI%2Fimpact-dashboard-share-dashboard-dialog-v2.png?alt=media)
{% endstep %}

{% step %}

#### Set the expiration date

Choose an **Expiration Date** **\*** for the share using the calendar picker. It defaults to one year from today and cannot be in the past. After this date, the link stops working.
{% endstep %}

{% step %}

#### Choose the data type

Choose how the shared dashboard should handle data updates:

* **Real-time** (default) — Leave **Share as a snapshot** unchecked. The share keeps your filters, and the dashboard updates automatically as new data is recorded in PEARS.
* **Snapshot** — Check **Share as a snapshot**. The dashboard is frozen at the point in time when the share is created. Data will not update.
  {% endstep %}

{% step %}

#### Set the access level

Choose who can access the shared dashboard:

* **Staff only** (default) — Leave **Make publicly accessible** unchecked. Viewers must sign in to PEARS to open the link.
* **Public** — Check **Make publicly accessible**. Anyone with the link can view the dashboard, whether they are a PEARS user or not.
  {% endstep %}

{% step %}

#### Create the share

Click **Share Dashboard** to generate the shareable link. A success message confirms the share was created.
{% endstep %}
{% endstepper %}

## 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.

Your shares are listed on the **Share Links** tab of the **Impact Dashboards** page, which displays each share's link, applied filters, and chosen **Expiration Date**. The number beside **Share Links** is how many shares you have created.

![Screenshot: The Shares table on the Impact Dashboards page with Share Name, Share Link, Is Public, Is Snapshot, Applied Filters, Expiration Date and Action columns and a Delete link on each row](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2FjTeBuTPlSDXLxZxVaQ3W%2Fimpact-dashboard-shares-table-v2.png?alt=media)

{% hint style="warning" %}
**NOTE:** Each share expires on the **Expiration Date** you set when creating it (one year out by 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.
{% endhint %}