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Sharing and Downloading Dashboards in ASK BOSCO®

Learn how to share your ASK BOSCO® Dashboards with teammates or groups. This guide explains how to send a Dashboard to others, choose view or edit permissions, and manage collaboration securely.

Overview

ASK BOSCO® lets you share your Dashboards so teammates can view insights or collaborate on updates.

By default, only the Dashboard creator can see a saved Dashboard. Sharing allows others to view or edit it — depending on the permissions you choose. They must have an ASK BOSCO® account to then view a shared dashboard.

Note this does not send the dashboard via email to other users - this is not currently a function of ASK BOSCO®

How to Share a Dashboard

  1. Open the Dashboard you want to share.

  2. Click the Share button in the top-right corner.

  1. In the share window, enter:

    • The name or email address of the person you want to share with, or

    • The name of a group if you want to share with several users at once.

Set the Access Level

Before sending, choose the right level of access from the dropdown list:

  • Can view → The user can open and view the Dashboard but can’t make or save changes.

  • Can edit → The user can view, modify, and save updates to the Dashboard.

    ⚠️ Any edits replace the existing version for everyone, so grant edit access carefully.

You can assign different access levels to different users or groups in the same share action.


Finishing Up

Once you've selected your recipients and permissions, click Share to give them access.

The Dashboard will appear in the recipient's list, and they'll be able to view or edit it based on the permissions you've assigned.

Downloading a Dashboard

You can also download your Dashboard as a PDF.

There are now two PDF download options available:

  • PDF (continuous) (recommended and now the default) – Uses our new WYSIWYG (What You See Is What You Get) format, giving a much cleaner PDF that closely matches how your Dashboard appears in ASK BOSCO®.

  • PDF (legacy) – The original PDF layout is still available if you prefer the previous format.

Summary

Sharing Dashboards in ASK BOSCO® makes collaboration simple and secure.

  • Use Can view when you only want others to see your Dashboard.
  • Use Can edit when collaborators need to make changes.
  • When downloading a Dashboard, PDF (continuous) is now the default option and provides a more accurate representation of what you see in ASK BOSCO®.


This article was prepared by Abbie. If you have any questions please email team@askbosco.io

Checked and Updated July 2026