Share Dashboard Pages and Widgets via Slack

In order to share your dashboard pages and widgets through Slack you need to set up your Intelligence Reports Insights for Slack Integration in the Setup tab. After you set up the integration you can track and monitor your campaigns and collaborate with Slack. Slack is permission based, only users with permissions and access to the business unit or collection can share dashboard pages and widgets.

Required Editions

Available in: Intelligence Reports and Intelligence Reports Advanced
User Permissions Needed
To share dashboard pages and widgets in Slack: Access, View & Export, Schedule, Create & Edit
  1. Select the dashboard page or widget that you want to share.
  2. Click Share, and then click Slack.
    Note
    Note You can’t share to a private channel or by direct messaging.
    share dashboard in slack

    Enter the Slack channel (1), and enter a message that describes what you’re sharing (2). To send the message with a predefined name, select Send as (3). This option appears only when defined in the configuration settings. Preview what you’re sending (4).

  3. Click Share.
    Note
    Note If your message fails, make sure that the channel name is correct. In the notification, click Edit settings and enter the correct name.