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Once you build a dashboard in Klaritics, you need to get it in front of the right people. Sharing controls who can view or edit a dashboard based on their role, while exporting lets you pull data out of the platform for presentations, reports, or offline analysis.

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Share a dashboard

1

Open sharing settings

Open the dashboard and click Share in the top right.
2

Choose visibility

Select who can access the dashboard. Options are typically limited by role: admins, analysts, or specific users.
3

Set permissions

Decide whether recipients can view only or also edit the dashboard and its widgets.
4

Confirm

Click Save to apply the sharing settings. Recipients see the dashboard in their own dashboard list.
Role-based access controls what a user can do with a shared dashboard. A viewer cannot edit even if you grant edit-level sharing to their role.

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Export a dashboard

Exporting gives you a snapshot of the dashboard and its data outside Klaritics. Use exports for board meetings, investor updates, or quarterly reports.
  • Image export: Save the full dashboard or individual widgets as image files for slides and documents.
  • Data export: Download the underlying numbers behind each widget for spreadsheet analysis or further processing.
Exports are static snapshots. If your data updates frequently, share the live dashboard instead of relying on exported files.

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Next steps