Share & Export

Share dashboards with your team or publicly, export data in multiple formats, schedule automated report delivery, and embed dashboards in external applications.

Sharing Dashboards

OpenAnalyst provides flexible sharing options to suit different audiences and access requirements. All sharing is managed from the Share menu, accessible from any dashboard via the share icon in the top toolbar.

Private sharing (team members)

By default, dashboards are private and visible only to the creator. To share with specific team members:

Open the dashboard and click the Share button in the toolbar.
Under Share with people, type the email addresses of team members in your workspace.
Choose a permission level: View (read-only) or Edit (can modify the dashboard).
Click Send Invite. Invited members will receive an email notification with a direct link.

Public link sharing

You can generate a public shareable link that allows anyone with the URL to view the dashboard, without requiring an OpenAnalyst account:

In the Share menu, toggle on Enable public link.
Copy the generated URL.
Optionally set a link expiry date or password-protect the link for additional security.

Warning: Public links expose dashboard data to anyone who has the URL. Do not share public links to dashboards containing sensitive or proprietary data unless access controls (expiry date or password) are in place.

Team sharing

To share a dashboard with your entire workspace:

In the Share menu, under General access, select Everyone in [workspace name].
Choose whether workspace members have View or Edit access.
The dashboard will appear in the workspace's shared dashboard library, accessible to all members.

Exporting Data and Dashboards

Export options are available for both individual charts and entire dashboards. To access them, click the Export button in the toolbar or right-click any chart.

Format	Scope	Notes
PDF	Full dashboard or single chart	Preserves layout and styling. Best for formal reports.
PNG	Single chart	High-resolution image. Useful for slide decks and documents.
CSV	Chart data or query result	Raw tabular data for further processing in spreadsheet tools.
Excel (.xlsx)	Chart data or query result	Formatted spreadsheet with column headers and data types preserved.
JSON	Query result	Machine-readable format for programmatic consumption.

Tip: PDF exports of full dashboards render each chart at high resolution. For best results, view the dashboard at 100% zoom before exporting to ensure the layout matches what you see on screen.

Scheduled Reports

Scheduled reports automatically generate a snapshot of a dashboard or report and deliver it via email on a recurring schedule. This is useful for regular stakeholder updates — for example, sending a weekly sales summary every Monday morning.

Open the dashboard or report you want to schedule.
Click Share > Schedule delivery.
Click Add schedule.
Choose the frequency: Daily, Weekly, Monthly, or a custom cron expression.
Select the delivery time and timezone.
Enter the recipient email addresses (these do not need to be OpenAnalyst users).
Choose the export format: PDF or Excel.
Click Save schedule.

Scheduled reports are managed under Reports > Scheduled in the sidebar. You can pause, edit, or delete any schedule from that view.

Embedding Dashboards

Dashboards can be embedded in external websites, internal tools, or customer-facing portals using an <iframe> element.

Enable a public link for the dashboard (as described above).
In the Share menu, click Embed.
Copy the generated <iframe> code snippet.
Paste the snippet into your HTML where you want the dashboard to appear.

Example embed code:

<iframe
  src="https://app.openanalyst.com/embed/dashboard/d_abc123"
  width="100%"
  height="600"
  frameborder="0"
  allowfullscreen
></iframe>

Embedded dashboards respect the same access controls as public links. You can pass URL parameters to pre-filter the embedded dashboard for specific contexts — for example, embedding a customer-specific view on an account management portal.

API-Based Exports

Export operations are available through the REST API for programmatic integration into workflows and pipelines. See the API documentation for full details. A quick example for exporting report data as CSV:

curl -X GET "https://api.openanalyst.com/v1/reports/r_xyz789/export?format=csv" \
  -H "Authorization: Bearer oa_your_api_key_here" \
  --output report.csv