Dashboard Sharing Done Right: How to Provide Access Without the Risk
Clients don’t just want results; they want visibility. Whether it’s tracking campaign performance, monitoring project milestones, or reviewing ROI, dashboards help them stay informed and involved.
But here’s the catch: Giving clients full access to your dashboards isn’t just overkill—it’s a risk.
According to CloudEagle, 63% of IT leaders admit that sensitive access within their organizations isn’t properly secured. That can lead to data leaks, loss of trust, or even legal issues.
The solution? Share only what’s necessary. Tools like Lumenore allow you to grant limited, controlled access to dashboards, keeping insights flowing without exposing sensitive data.
How to Share Dashboards in Lumenore?
Lumenore’s sharing capabilities are designed to facilitate seamless collaboration, enhance data transparency, and ensure secure distribution of insights across organizations. Sharing dashboards in Lumenore is a straightforward process that empowers users to adopt a culture of data-driven decision-making.
One of Lumenore’s strong suits is the variety of options it offers for dashboard sharing. Here’s a breakdown of how to share a Lumenore dashboard, while restricting full access:
1. Publish to Lumenore
One of the most popular and efficient ways to share dashboards in Lumenore is by publishing them to the Lumenore Platform. This method gives you powerful control over who sees what, making it ideal for sharing data with clients in a secure, professional way.
When you publish to the Lumenore platform, you’re not just sending a file—you’re giving your clients access to a centralized hub where they can view the most up-to-date version of their dashboard, anytime. You control the permissions, so clients can only view what they’re supposed to—no editing, no digging into sensitive data. Plus, since everything is hosted in the cloud or on a secure server, managing updates and versions becomes seamless.
Here is how to share dashboard in Lumenore:
Publish your dashboard from Lumenore
Use the “Permissions” feature to assign view-only access to clients.
Create a dedicated site or project for clients to isolate content.
2. Embed Dashboards in a Web Portal
Another smart way to share dashboards with clients, without giving them full access, is by embedding them directly into their environment. This method offers a hassle-free experience, allowing clients to view their data within a familiar and branded environment, without ever having to interact with the Lumenore interface itself.
What makes this approach so effective is the level of customization it offers. You can tailor the look and feel of the portal to match your brand, streamline navigation, and guide the client’s experience in a way that feels professional and intuitive. Instead of logging into a third-party platform, clients simply access the data they need from within your own ecosystem—making it feel like a natural extension of your service.
If you’re aiming for a polished, on-brand way to deliver insights, here are the steps you need to follow:
Lumenore provides multiple embedding options, including public (no authentication required), private with Single Sign-On (SSO), and private (accessible only within Lumenore). Choose an option based on your specific security and access requirements.
Implement row-level security (RLS) to restrict data based on the client profile.
3. Export as PDF or Image
Sometimes, simplicity is the smartest choice, especially when interactivity isn’t a priority. In those cases, exporting a dashboard as a PDF or image can be a quick and effective way to share insights with clients. This method is perfect when you just need to deliver a snapshot of the data, without requiring the client to log in or navigate through filters.
Here’s how to share a Lumenore Dashboard as a PDF or image:
Select the export option.
Distribute via email or secure file-sharing services.
You can also export your dashboard as PowerPoint Presentations (PPT). This feature can be very useful for client presentations.
It’s not just the dashboards; you can also use Lumenore to export your individual charts in formats like PDF, image (PNG, JPEG), Excel, and CSV. This provides flexibility in sharing specific visualizations or data sets.
What about comparison charts? They can be exported too. You will find the option to export comparison charts as images or PDFs, when using the “Quick Compare” feature. This facilitates easy sharing of comparative analyses.
4. Lumenore Dashboard Scheduling
Scheduler feature in Lumenore is a fantastic way to keep clients in the loop without requiring them to log in every time. With this feature, you can schedule dashboard or storyboard snapshots to be delivered straight to their inbox on a regular basis — daily, weekly, or whatever frequency fits best.
It’s a simple, hands-off way to ensure your clients stay updated with the latest data. No need to chase reports or remember login credentials, just timely insights delivered automatically, right when they need them. It’s efficient, convenient, and keeps communication flowing smoothly.
How to share dashboard in Lumenore through dashboard or storyboard scheduling? Here are the steps you need to follow:
Navigate to the dashboard or storyboard you wish to share.
Click on the “Schedule” button, typically located at the top right corner of the interface.
Assign a clear and descriptive name for easy identification.
Choose the desired output format—either PDF or PPT.
Decide whether to include a single page or multiple pages in the output.
Choose how often the report should be sent—Daily, Weekly, Monthly, or a Custom interval.
If “Custom” is selected, define the specific date range for the schedule.
Select the start date using the calendar and set the time in a 24-hour format
Enter the email addresses of team members or clients who should receive the scheduled reports.
Click on “Schedule” to activate the scheduling process. A confirmation message will appear, indicating that the schedule has been successfully set up.
Dashboard Sharing Best Practices
Sharing dashboards with clients isn’t just about hitting “send” or granting view access—it’s about delivering the right information to the right people in the right way. Without a clear strategy or guidelines, dashboard sharing can quickly lead to confusion, data overload, or worse, unintentional exposure of sensitive information.
Read More