Docs Support Install on Shopify

Sharing & Exporting

~4 min read

Sharing Dashboards

The Share button (connected-nodes icon) in the dashboard header opens the Share modal. Shared dashboards are read-only — recipients see a snapshot of each card as of the last time the dashboard was viewed in the admin, not a live query, and cannot edit cards or settings. No Shopify login is required to view one, and opening a shared link never triggers a new data fetch from your store.

  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 dashboard's last-refreshed snapshot in a browser without logging in.

No login required. Recipients open a tokenized read-only view secured by a unique URL token. Only people with the exact link can view it.

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 (the default) 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.

Deliver the link directly to saved channels or individual emails from the Share modal:

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

Saved channels are configured in Notifications. You can also 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 on the current dashboard 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 from the dropdown:
    • 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 that are showing an error or have no data are silently skipped. The remaining cards still export normally.

The export uses data already loaded in the dashboard — it does not trigger a new data fetch from your store. If a card's data is stale, click Refresh before exporting.

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

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