Before you begin: Permalink gives you control over exactly what a recipient sees when they open a shared dashboard, including the client or data scope, which sections are visible, the interactivity level, and when the link expires. Permalinks can be created, edited, or removed at any time from the Manage Permalink page. For more detail, see FAQs: Permalink.
Overview
Permalink can be used when you need to share live reporting with clients, executives, or other external stakeholders who do not have a TapClicks account. This feature gives recipients real-time, browser-based access to a dashboard without requiring them to log in. Simply select a dashboard and client, configure the sharing settings, and generate a Permalink in just a few steps.
Create a Permalink
1] Log in to TapClicks. On the Reports menu, click Manage Permalink.
2] Click the Create Permalink (plus sign) icon.
3] Give the Permalink a Title.
| Note: If left blank, the title is automatically populated with the dashboard name. |
4] Using the Dashboard dropdown menu, select the dashboard you want to share.
5] Using the Client dropdown menu, select the client you want to share the dashboard with.
6] Under Interactivity, select an interactivity level:
- View Only: A read-only view where the recipient cannot change dates or download a PDF.
- Interactive: Allows the recipient to change the date range within the allowed dates and download a PDF.
7] If you selected Interactive, you can turn on Lock Date Range to restrict the recipient to exploring dates only within the allowed window. This option is not available when View Only is selected.
8] Under Link Expires, select In Days and enter a number of days (up to 180) to auto-revoke the link.
9] Or, select Exact Date and choose a specific expiration date. The resulting expiration date and time display automatically below your selection.
10] Click Create Permalink.
| Note: Review the client or data scope, sections, and expiration carefully before sharing a Permalink, since the recipient does not authenticate with an individual TapClicks account. See FAQs: Permalink for more information. |
Edit a Permalink
11] Click the Edit Permalink (pencil) icon next to the Permalink you want to change.
12] Update any of the settings needed.
13] Click Save Changes.