Share Reports / Dashboards

Optimize 2.0 Requirements

In a Nutshell

People should be able to read-only a report or dashboard without being logged in

Solution for 2.0:

• As an logged in user, I can “share” a report or dashboard
• This means, I explicitly allow the report or dashboard to be viewable with a specific link
• I can revoke this, i.e. I can disable the accessibility
• This approach could also be applied to embeddability
• I like the UX approach in Metabase (on the right)

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What happens when I access a report/dashboard in “read-only”?

I can, well, read only :)

This means:

• I can see the report or dashboard
• I cannot edit the report or dashboard
• I cannot change the sharing configuration

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