---
schema_version: "1"
id: 287fa235fe3f3be9ce48a87d2e53d659d7afe98ba6c0cb2992fa3f332cb25a19
title: Share Dashboards, Widgets, and Lenses
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_incorporate_share_viz.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_incorporate_share_viz.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 240a2146299c563656ef6d9dfc488f076e2a727a65ce19c0d2d0fe775db583f8
description: Share a dashboard, widget, or lens with your colleagues by posting it to Chatter or copying its unique URL. A Chatter post provides an image and a link to the asset in CRM Analytics. Colleagues with the link and access to the asset can drill in and explore the information that’s presented. You can also export snapshot images of CRM Analytics assets to Quip. An exported image is published to a new Quip document.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Share Dashboards, Widgets, and Lenses

Share a dashboard, widget, or lens with your colleagues by posting it to Chatter or copying its unique URL. A Chatter post provides an image and a link to the asset in CRM Analytics. Colleagues with the link and access to the asset can drill in and explore the information that’s presented. You can also export snapshot images of CRM Analytics assets to Quip. An exported image is published to a new Quip document.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d124775e72">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d124775e72 ">To view visualizations:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d124775e72 ">Use CRM Analytics</td>

            </tr>
          </tbody>
        </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note **Export to Quip** is available in CRM Analytics tabs and embedded CRM Analytics dashboards. The feature isn’t available in the Analytics Studio.

1. Click **Share**.
    
    ![Share icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explorer_share_icon.png)
2. Click the tab for the sharing method that you want. **Post to Feed** posts an image and link in Chatter. **Export to Quip** publishes an image in a new Quip document. **Get URL** provides a unique URL to the asset.
    
    1. If you’re posting to Chatter, select **User** or **Group** feed, enter the name, and then type your comment. You can also remove the image from your post by hovering over it and clicking the **X**. **Note**: Posted images could be visible to users without access the lens or dashboard.
    2. If you’re exporting to Quip, and you’re not already connected, click **Connect to Quip** and then click **Publish**. **Note**: After publishing a CRM Analytics snapshot, other Quip users in your org can view the data in the image, including confidential data.
    3. If you’re getting the unique URL, select the link to the Analytics tab in Lightning Experience or the link to the Analytics Studio. Copy the link and then paste it wherever you want to share it.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_tip.png)
    
    Tip Dashboard links shared from Analytics Studio can include views with selections and filters applied. To generate a URL with page and view specifications, either use **Get URL** or remove the image from **Post to Feed** by hovering over the image and clicking the **X**.
3. If applicable, click **Give Access** to set the level of sharing access.
4. Click **Done**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)
    
    Note For colleagues to use the link to a dashboard or lens, you must give them access to the app that contains it. Lenses, datasets, and dashboards within the default Shared App are accessible to all CRM Analytics users, unless administrators have restricted access. All other apps are private unless someone with Manager access to the app has shared it with a specific user, group, or role.

#### See Also

- [Download CRM Analytics Images and Export Filtered Data](https://help.salesforce.com/s/articleView?id=analytics.bi_download.htm&release=264.0.0&type=5 "Extract detailed insights from CRM Analytics that support collaboration and informed decision-making. You can download images and filtered data from lens explorations and dashboard widgets. Download formats include image (.png), Microsoft® Excel® (.xls), and comma-separated values (.csv) files. With the .xls format, there's also an option to include query metadata.")
- [Secure Image Sharing and Downloading](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_secure_images_enable.htm&release=264.0.0&type=5 "Control who shares dashboard and lens images to prevent users or profiles from sharing sensitive images. By default, all users can share images of lenses, dashboard widgets, and whole dashboards that contain your org’s data.")