Help & DocumentationPushing Information to Users Sharing ElementsSharing elements with users not registered in Metric Insights

Sharing elements with users not registered in Metric Insights

You can easily share Metrics / Reports / External Reports with users registered in Metric Insights via the Share function, available at the top right corner of the element Viewer.

You can also make Metrics and Reports public and share them with people who have no account in Metric Insights.

Go to the Report / Metric Editor > Advanced tab

In the Ownership & Access section define whether This Metric is "public" or "internal".

If the Metric is set to public, a Metric URL is displayed below. This is the link that you can use this specific Metric to any person not registered in the system.

Sharing public Metrics with Overlays

If you share a Metric with Overlays, you need to make sure that the Metric itself and all of its Overlays are made public.

Let's review the following example:

  1. We have a "Germany Monthly Sales" Metric that we want to share with the user who has no account in Metric Insights.
  2. We also need to compare this Metric with the data in the "Brazil Monthly Revenue" Metric. To do that, we add "Brazil Monthly Revenue" as overlay (click Manage Overlays > Add Metric > select the required Metric). Refer to Overview of Metric Overlays  for more information.
  3. To make sure that an unregistered user is going to see both "Germany Monthly Sales" Metric and its overlays, we go both to "Germany Monthly Sales"  and "Brazil Monthly Revenue" Metric Editors  > Advanced tab and make both Metrics public (as shown in the first picture).

How an unregistered user will see the shared Metric (or Report)

By following the provided link, a user will have access to the Metric and to basic Metric Viewer options (such as, different Views, Dimension Values, Alerts, Range selection, etc.).

Annotations, Notes and Comments are not displayed to a user having no account in Metric Insights.

NOTE: The same logic applies to Reports. External Reports cannot be shared via a link.


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