Skip to main contentStatic Dashboards let you generate immutable, time-stamped snapshots of any dashboard for distribution. These snapshots are perfect for audits, board reports, monthly close, or any case where recipients should see a fixed view that won’t change as data updates.
What is a Static Dashboard?
- A static dashboard is a frozen snapshot of a dashboard at a specific point in time
- It’s accessible via a secure, shareable link
- It does not update when underlying data changes
- Great for regulatory/compliance reporting, one-off reviews, or archiving
Workflow: Create and Share a Static Dashboard Link
- Open any dashboard in the Hub
- Click the “Share” or “Create static snapshot” action in the header
- Confirm included filters and time range
- Generate the static snapshot
- Copy the secure link and share it with stakeholders
Best Practices
- Use for board packs, MBR/QBR, audits, and month-end close
- Include the snapshot timestamp in your email or document
- Use static snapshots when downstream readers shouldn’t need to log in or to see changing numbers