Sharing

Share your reports and dashboards with colleagues, stakeholders, or the public.

Sharing Options

DATIRA offers multiple ways to share your work:

Shareable Links

Generate a URL anyone can access. Optionally add password protection.

Available: Pro, Business

Team Members

Invite colleagues to collaborate. Set view or edit permissions.

Available: Free, Pro, Business

Scheduled Exports

Automatically send reports via email on a daily, weekly, or monthly schedule.

Available: Pro, Business

Embedding

Embed live dashboards in your website, intranet, or application.

Available: Business

Topics in this section

Sharing Limits by Plan

FeatureFreeProBusiness
Team members210Unlimited
Public links
Password-protected links
Scheduled email exports550
Embedding
Single Sign-On (SSO)

Access Levels

When sharing with team members, you can assign different permission levels:

Viewer

  • ✓ View reports & dashboards
  • ✓ Use filters
  • ✓ Export data
  • ✗ Cannot edit
  • ✗ Cannot delete

Editor

  • ✓ All Viewer permissions
  • ✓ Edit report layout
  • ✓ Modify dashboards
  • ✓ Upload data sources
  • ✗ Cannot delete others' work

Admin

  • ✓ All Editor permissions
  • ✓ Manage team members
  • ✓ Delete any content
  • ✓ Billing management
  • ✓ Account settings

Quick Sharing

The fastest ways to share from any report or dashboard:

  1. Click the Share button in the top-right corner of any report or dashboard
  2. Choose sharing method:
    • Copy link to clipboard
    • Invite team member by email
    • Set up scheduled export
    • Get embed code (Business)
  3. Configure settings (permissions, password, expiry)
  4. Share!

Security Considerations

  • • All shared links use HTTPS encryption
  • • Password-protected links add an extra layer of security
  • • You can revoke shared links at any time
  • • Link expiry dates prevent indefinite access
  • • Audit logs track who accessed what (Business plan)