This article covers how to share an analytics dashboard directly with someone who does not have a Yext account. To provide access to a dashboard with users within the account, see Configure dashboard share settings.
- Click Analytics in the navigation bar and click Dashboards.
- Click on the desired dashboard in the sidebar.
- Click on the Export button in the upper-right corner and select the desired option:
- Download PDF
-
Email: This option allows you to send a one-time email with the dashboard attached.
- For steps to set up a recurring email, see Create Analytics email notifications.
- Share PDF Link: This generates a URL so you can send someone a link to access the dashboard. This URL will update dynamically as you make changes to the dashboard. The receiver of the URL link does not need a Yext account to view the information.