How do I share my dashboards using public and private links?

Want to share your dashboard broadly with your organization, with board members, or with the general public? You have two options:

What’s the difference between Public vs. Private Links to dashboards?

  Public Links Private Links
Fee No Yes. The number available corresponds to your plan.
Security None Optional password. Optional enforcement of IP Range Restrictions defined for your account.
SEO Findable / Indexed by Search Engines Uses Intuitive URL. Indexable by search engines. Note: A link to a Public URL may appear on the corporate Klipfolio.com site. Security through obscurity with the use of an unintuitive URL. A ‘no index’ code is embedded on the Private Links to prevent indexing by search engine robots.
White label* No Yes
Klipfolio Branding* Yes - Klipfolio logo/powered by Klipfolio is always visible. Branding is not visible if you have paid for the White Label feature and use custom CSS.
Social Sharing Icons, for example, that link to Twitter, LinkedIn, Email and Facebook. Optional icons.
Publicly referable by Klipfolio Yes. A link to a Public URL may appear on the corporate Klipfolio.com site. No
Concurrent viewers 1,000 100
Example Use Case Dashboard of social responsibility activity to share with all shareholders and the market.
Municipal capital works status, 311 performance status or operating budget status to share with residents.
Share internal business dashboard with a broader management team inside your organization. (This dashboard can be password protected or IP Range protected without a password - or both).
Share a password protected dashboard with your board of directors. (Password protected but no IP range restriction)

*The footer for ALL Public Links will show “powered by Klipfolio” branding with a link to Klipfolio.com. and is required even for accounts with White Labeling.

About Public Links

Public Links are a free and easy way to share your dashboards with a larger, public audience - up to 1000 viewers at a time. These links are indexed and can be found via search engines. When you make a dashboard public, it can be viewed or shared with anyone who has Internet access. Klipfolio may occasionally showcase the 'best' publicly available dashboards on our corporate website. As a result, we strongly advise you to confirm you have all the appropriate rights and permissions to publish dashboards and their data before sharing them publicly.

How do I publish my dashboard as a Public Link?

To take advantage of Public Links, you need to have admin privileges or a role with the ability to publish links.

Note: When you publish a link to a dashboard, you make your dashboard publicly accessible. When published, the contents of your dashboard may be viewed or shared by anyone with the link.

To publish a dashboard as a Public Link:

  1. Go the dashboard that you want to publish.
  2. Select the three-dot menu icon on the dashboard.
  3. Select Share, then Publish link to dashboard from the menu.
  4. In the Publish link to Dashboard screen, click the Public Dashboard option in the Visibility settings.
  5. In the Dashboard Name, enter the name you want to use for the dashboard.
  6. Select either the Light or Dark theme.
  7. Click Publish Link.
  8. The Link Published screen with the shareable link displays. Copy this link so you can share it with others. (You can always find this link again by clicking Account > Usage > Published links.)
  9. Click Finished.

About Private Links

Private Links enable you to publish dashboards (with or without a password) as a shareable link. A Private Link supports up to 100 concurrent connections (either individuals or TVs).

How do I buy Private Links?

When you buy this option, you can publish as many links as are available with your plan. Each dashboard can be seen by 100 concurrent viewers.

To buy Private Links, go to your plan page:

  • If you are already a customer, click Account (link on the top right) > Company > Plan and, on the Update your plan page, select options to update your plan. Click Update Plan at the bottom of the screen when you are done. 

How do I publish my dashboard as a Private Link?

You must purchase Private Links and you also require the Publish Dashboards permission (granted to admins by default) to publish a link to your Dashboard.

To publish a dashboard as a Private Link:

  1. Go to the dashboard that you want to publish.
  2. Select the three-dot menu icon on the dashboard.
  3. Select Share, then Publish link to dashboard from the menu.
  4. In the Publish link to Dashboard screen, click the Private Dashboard option in the Visibility settings.
  5. In the Dashboard Name, enter the name you want to use for the dashboard.
  6. Select either the Light or Dark theme.
  7. For Visible to, select who can see this dashboard by choosing either Anyone with this link or Only users with this password.
  8. If you selected Only users with this password in the previous step, enter a password in the text box.
  9. Optionally, click Social, if you want to include links for sharing the dashboard on social media.
  10. Click Publish Link.
  11. The Link Published screen with the shareable link displays. Copy this link so you can share it with others. (You can always find this link again by clicking Account > Usage > Published links.)
  12. Click Finished.

Managing Links

To manage Links:

  1. Click the dashboard’s three-dot menu and select Share > Manage published links to dashboard.
  2. Click View, Disable, or Delete, depending on the action you want to perform.
  3. To edit link properties, click the Name of the dashboard and modify the selections in the Edit Published Link to Dashboard window.
  4. Alternatively, click Account > Usage > Published Links to manage all published links for your account. You require the View account usage permission, which is granted to the Admin role by default.