View and Share a Dashboard

Share a curated set of data or a collection of resources in a highly visual way with a dashboard.

View a Dashboard

Dashboards can be viewed from your computer or from an iPhone or iPad or an Android device

To view a dashboard in full-screen mode, click the Full Screen View button Sight Full Screen View button in the upper-right corner of the dashboard.

To see a list of dashboards that you own or that have been shared to you, and to verify sharing status for a dashboard, click Home and then click Dashboards/Portals.

Configure How Often a Dashboard Automatically Refreshes

By default, a dashboard will refresh automatically once every 10 minutes

To change the frequency of this or to disable the automatic refresh altogether, click the Settings button sight-settings  in the upper-right corner of the dashboard window.

Keep the following in mind with automatic refresh:

  • You can only change how a dashboard automatically refreshes when you’re viewing it. For example, if you disable the automatic refresh setting, it will remain enabled for other collaborators that are viewing the dashboard.
  • A published dashboard will automatically refresh once every 10 minutes. This behavior cannot be customized or disabled.

Web Content Widgets will not automatically refresh on dashboards.

Share a Dashboard

There are three ways that you can give others online access to your dashboard: 

You can also print a dashboard by selecting Print sights-printin the upper-right corner of the dashboard. Details on this process can be found in the Printing from Smartsheet article in the Help Center. 

Store a Dashboard in a Workspace

You can share a dashboard with a collection of people by storing it in a workspace. All of the people who have permissions to view or edit content in the workspace will automatically have permissions to view the dashboard.

People who have Admin-level permissions in the workspace will be able to view, edit, and share the dashboard.

Note: Dashboards in a Workspace have additional Permissions options

  • Editor - can share
  • Editor - cannot share

For more information about using a workspace for sharing, see Workspace Sharing and Moving Existing Items into a Workspace.

Publish a Dashboard

To publish a dashboard, click the Publish button (globe icon) in the upper-right corner of the dashboard.

NOTE: A published dashboard will automatically refresh once every 10 minutes. This behavior cannot be customized or disabled.

For more information about publishing a dashboard, see Publishing Smartsheet Items.

Share a Dashboard Directly via the Sharing Button

To give access to specific individuals and to specify sharing permissions, you can use the Sharing form. Here's how to do that:

  1. From an open dashboard, click the Share button at the top of the dashboard.

    The Dashboard Sharing form appears.
     
  2. Under Invite Collaborators, type or select the email addresses of the people or groups you want to share the dashboard with. (Separate multiple email addresses with a comma or semicolon.)
  3. In the Permissions box, select Admin or Viewer (learn more about these permission types in the permission level section of this article).
  4. Under Invite Details, choose whether to send a notification email, to modify the subject line, or to create a personal message to clarify with collaborators about why you're sharing the dashboard with them.
  5. Click Share dashboard.

To change a collaborator's permission level or to stop sharing the dashboard with a collaborator:

  1. Open the Collaborators section of the Dashboard Sharing form.
  2. Hover over the name of the person or group and choose one of the following:
    • To change permission level, select a new permission level from the dropdown list.
    • To remove the collaborator from the list, click the Remove From Sharing button (the to the right of Permission Level).

Dashboard Permission Levels

The following table shows what each permission level allows a collaborator on a dashboard to do.

  Viewer Admin Owner
View the dashboard contents Yes Yes Yes
Edit the dashboard* No Yes Yes
Share the dashboard No Yes Yes
Publish the dashboard No Yes Yes
View Activity Log* No Yes Yes
Rename, delete, or undelete the dashboard No   Yes

*You must also have a Smartsheet license to use this feature.