Share PEARS impact dashboards with staff and external stakeholders using real-time or snapshot links.
You can share any impact dashboard with other PEARS users or external stakeholders by generating a shareable link. Shared dashboards can display real-time data or a frozen snapshot.
Create a Share
1
Select and filter a dashboard
Navigate to the dashboard you want to share and apply the filters to display the data set you want others to see.
2
Click Share
Click the Share button to open the Share Dashboard window.
3
Name the share
Enter a descriptive name for the shared dashboard that describes the data being displayed.
4
Choose the data type
Select how the shared dashboard should handle data updates:
Real-time (default) — The dashboard updates automatically as new data is recorded in PEARS.
Snapshot — The dashboard is frozen at the point in time when the share is created. Data will not update.
5
Set the access level
Choose who can access the shared dashboard:
Staff only (default) — Only accessible to users with PEARS accounts.
Public — Accessible to anyone with the link, including people outside your organization.
6
Create the share
Click Share Dashboard to generate the shareable link. A success message confirms the share was created.
View and Manage Shares
After creating a share:
Preview — Click the share name to view the dashboard exactly as recipients will see it, including the applied filters, charts, and a QR code.
Copy link — Copy the shareable link for distribution via email or other channels.
Delete — Remove a share to revoke access. Deleted shares cannot be re-accessed.
Shared dashboards are listed in the dashboards menu for easy management.
NOTE: Shared dashboards expire after 6 months. After expiration, the link will no longer work. To preserve dashboard data beyond 6 months, save the dashboard as a PDF by right-clicking the page and selecting Print to PDF.
