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Share a dashboard

  • How-to guide
  • 5-min read

To give other people access to a dashboard, follow the steps below.

Step 1

Turn on sharing

Step 2

Grant access

Step 3

Save your changes

Step 4 optional

Set up email reports

Step 1 Turn on sharing

  1. Go to Dashboards and select the name of the dashboard you want to share.
  2. Select More > Share in the upper-right corner of the dashboard.
  3. Select Advanced settings to open Dashboard settings to the Manage access tab.
  4. Turn on Share dashboard.

Step 2 Grant access

Grant access with one or more of the options below. You can combine them. For example, you might grant Edit access to dashboard developers and View access to other users or groups in your organization.

Be careful about granting Edit permission:

  • Changes someone else makes to a dashboard affect all users who share the dashboard.
  • When two users edit the same dashboard at the same time, the most recently saved changes take precedence. If you try to edit a dashboard that another user is currently editing, you see a notification.

Grant access to a specific user

  1. Under Access permissions, select Grant access permission.
  2. From the Who to grant access to list, select Specific user.
  3. From the User list, select the user.
  4. From What they should be able to do with the dashboard, select Edit or View.

Dynatrace adds the user to the list under Grant access permission. To change the access level later, select Details for that user. To revoke access, select Delete for that user.

Grant access to a specific group

  1. Under Access permissions, select Grant access permission.
  2. Under Who to grant access to, select Specific group.
  3. Under User group, select the group.
  4. From What they should be able to do with the dashboard, select Edit or View.

Dynatrace adds the group to the list under Grant access permission, and everyone in it gets the access you selected. To change the access level later, select Details for that group. To revoke access, select Delete for that group.

Grant access to any user with the link

  1. Under Access permissions, select Grant access permission.
  2. Under Who to grant access to, select Any user with the link.
  3. Select Copy link, and share the link with the users who should view the dashboard.

Any authenticated Dynatrace user with a copy of the link can view the dashboard. The dashboard appears in the user's Dashboards table only after they use the link for the first time. To revoke this access, select Delete in the Any user with the link has permission row.

Grant anonymous access

An anonymous link lets anyone view the dashboard without signing in, even people without Dynatrace access. Anonymous access grants view permission only, and you can create one link per management zone.

Anonymous links require you to turn on Allow anonymous access under Settings > Dashboards > General settings. That global setting determines whether anyone can share dashboards publicly.

  1. Under Anonymous access, select Add anonymous access link.
  2. From the management zone list for the link, select a management zone or leave it set to default. The management zones available depend on your permissions when you create the link.
  3. After you save your changes, expand the link's entry (Details) and select Copy link.

Repeat these steps to create more anonymous links.

  • If a default timeframe and management zone are set for the dashboard, the link uses them. Otherwise, the link uses the last two hours as its timeframe and the All management zone.
  • If the link uses the All management zone, a recipient has access to the management zones you had access to when you created the link.

A shared link carries the creator's permissions, not the recipient's. Anyone using a link you create can see everything you see through it, such as management zones. If you lose permissions, people using your link lose them too. For stricter control, grant access per user or group instead.

Step 3 Save your changes

Select Save changes.

The users, groups, and links you added appear in the Manage access tab and can access the dashboard as you specified.

Step 4 optional Set up email reports

Users with access to a dashboard can subscribe to weekly or monthly email reports for it. Anyone can view a report without Dynatrace credentials, so you can forward report emails to people who don't have Dynatrace access.

Reports require Allow anonymous access under Settings > Dashboards > General settings. If it's turned off, accessing a dashboard report anonymously returns a 403 error.

  1. Enable reports for the dashboard. Reports are turned off by default.

    1. Display the dashboard and select Edit.
    2. Select the Settings tab, turn on Enable reports, and select Done.

  2. Select More > Subscribe.

    If reports are turned off and you have edit permission, select Enable reports when it's displayed, and then continue. Without edit permission, ask someone who has it to enable reports, or clone the dashboard and subscribe to the clone.

  3. Select Weekly, Monthly, or both.

To subscribe other people, even people without Dynatrace access, use the Reports API to add any valid email address as a recipient. To unsubscribe, select the unsubscribe link included in every report email.

Reports are generated for Monday morning, every Monday for weekly reports or the first Monday of the month for monthly reports. Each report is generated after the preceding midnight, in the time zone set on the tenant, and the email is sent within the following six hours. If sending fails, it's retried after a wait period.

The email doesn't contain the report contents. Instead, the email contains a public link to the report, with a timeframe that matches the report frequency. The subject line is based on the dashboard name, with special characters escaped for security reasons. For example, & becomes &amp.

Stop sharing a dashboard

  1. Go to Dashboards and select the name of the dashboard.
  2. Select More > Share in the upper-right corner of the dashboard.
  3. Turn off Share this dashboard.

Dynatrace keeps your share settings and reactivates them if you turn sharing back on.

To revoke a single anonymous link, locate it under Anonymous access, select X in the Delete column, and select Save changes.

To stop all subscribed users from receiving reports, display the dashboard, select Edit, select the Settings tab, turn off Enable reports, and select Done.