Docs Support Install on Shopify

Sharing & Exporting

~4 min read

dashboardSMASHBOARD lets you share live dashboards with anyone — no Shopify login required — and export card data as CSV or Excel files.

Sharing Dashboards

The Share button (connected-nodes icon) in the dashboard header opens the Share modal. Shared dashboards are read-only — recipients see live data but cannot edit cards or settings.

  1. Open a dashboard and click the Share icon in the header toolbar.
  2. The Share modal opens and automatically generates a public link for the dashboard.
  3. Click Copy to copy the link to your clipboard.
  4. Share the link with anyone — they can view the live dashboard in a browser without logging in to Shopify.

No login required. Recipients open a tokenized read-only view. The link is secured by a unique token embedded in the URL — only people with the exact link can view it. No store name, email, or account identifier is embedded in the URL itself.

Option Behavior
Never expires Link stays active until you revoke it manually
Expires in 7 days Auto-revokes 7 days after the share is created
Expires in 30 days Auto-revokes after 30 days (default)
Expires in 90 days Auto-revokes after 90 days

Select the expiry from the dropdown beneath the link field before sharing.

Recommendation: Use the 30-day expiry for links shared with external stakeholders. Use “Never expires” only for internal dashboards you intend to keep permanent.

Toggle the Link active switch off to immediately revoke the link. Anyone who already has the URL will no longer be able to view the dashboard. Re-activate the toggle to restore the same URL — recipients with the original link regain access immediately.

You can deliver the link directly to email addresses or saved notification channels without leaving the Share modal:

  1. In the Send now to… section, select one or more saved channels (Email, Slack, Teams) by clicking their chip.
  2. Or type an email address and press Enter to add a one-off recipient. You can add multiple addresses.
  3. Click Send now.

Saved channels are configured in Notifications. You can send to one-off email addresses without setting up a channel first.

Exporting Data

The Download button (↓ downward-arrow icon) in the dashboard header exports all card data as local files.

How to Export

  1. Open the dashboard you want to export.
  2. Click the ↓ (Download) icon in the header toolbar.
  3. Choose a format:
    • All cards — CSV — exports each card’s data as a separate .csv file
    • All cards — Excel (XLSX) — exports each card’s data as a separate .xlsx file
  4. Files download sequentially — one per card, each named after the card title.

Cards showing an error or with no data are silently skipped. The remaining cards still export normally.

The export uses data already loaded in the dashboard. If a card’s data is stale, click Refresh before exporting to ensure you get current data.

What Gets Exported

Each card produces one file containing the raw rows returned by its query:

Card visualization File contents
Metric Single aggregate row — the period total and comparison value
Sparkline / Chart One row per day — the daily time-series
Table All ranked rows — e.g. top 10 products by revenue
Bar The bar chart values as rows
Gauge Single aggregate row
Badge The current count value

Next Steps

Still need help?