Shared views

A shared view puts a few of your reports at a link, for investors, your colleagues, a screen in the office, or the world. Anyone with the link sees those reports, live, without signing in.

Create one

Admins and the owner can create shared views, in two ways:

• In Settings, then Shared views, choose New shared view.
• From a report, open its settings and choose Share.

On the view’s page, choose its reports, up to 50, and the order to show them in. Give it a title for visitors, then choose Publish. Unpublish takes it offline again.

What visitors can do

Visitors see each report as you saved it, with up-to-date figures, and can change the date range. They can’t change filters or breakdowns, and can’t see which customers are behind a figure. Nothing else in your project is visible.

Caution

Visitors do see everything the report itself shows, including plan names or anything else a report is broken down by. Check each report before you publish.

When you save a change to a report that’s in a view, visitors see the change straight away.

The link

A new view gets a secret link: long and random, so only the people you send it to can find it. You can choose a short custom link instead, such as yourcompany.summerbase.io/metrics, but anyone could guess that one.

Changing a view’s link, or your organization’s slug, breaks the old link for everyone you gave it to.