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2 changes: 1 addition & 1 deletion explore-analyze/dashboards.md
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Expand Up @@ -42,7 +42,7 @@ Once you understand the basics, explore these common tasks:

**Manage and share**
- [Manage dashboards](dashboards/managing.md): Browse, search, organize, and track usage of your dashboards.
- [Share dashboards](dashboards/sharing.md): Share with your team using links, embeds, or file exports.
- [Share and export dashboards](dashboards/sharing.md): Share with your team using links or embeds, and export as PDF, PNG, or CSV.
- [Duplicate a dashboard](dashboards/duplicate-dashboards.md): Create customizable copies of existing dashboards.
- [Import a dashboard](dashboards/import-dashboards.md): Bring dashboards from other environments.

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119 changes: 103 additions & 16 deletions explore-analyze/dashboards/sharing.md
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@@ -1,56 +1,143 @@
---
mapped_pages:
- https://www.elastic.co/guide/en/kibana/current/share-the-dashboard.html
description: Share Kibana dashboards with your team using links, embeds, or by exporting them as NDJSON files for import into other environments.
navigation_title: Share and export
description: Share Kibana dashboards using links or embeds, and export them as PDF, PNG, or CSV files.
applies_to:
stack: ga
serverless: ga
products:
- id: kibana
---

# Sharing dashboards [share-the-dashboard]
# Share and export dashboards [share-the-dashboard]

Share your dashboards with team members and stakeholders using shareable links, embeds, or file exports. You can also manage permissions to control who can view or edit a dashboard. Kibana provides multiple sharing options to fit different collaboration needs, from quick URL sharing to exporting complete dashboard configurations for migration between environments.
To share a dashboard with a larger audience, click {icon}`share` **Share** in the toolbar.
{{kib}} provides several ways to share dashboards with others and export their content:

- **[Share with a link](#share-dashboard-link)**: Copy a direct link to the dashboard.
- **[Embed in a webpage](#embed-dashboard)**: Embed an interactive dashboard as an iframe on external web pages.
- **[Export as PDF or PNG](#export-dashboard-pdf-png)**: Generate a report file of your dashboard.
- **[Download visualization data as CSV](#download-csv)**: Download the data behind individual Lens visualizations.
- **[Export dashboard configuration](#export-dashboards)**: Export the dashboard definition as an NDJSON file for backup or migration.

You can also [manage access permissions](#manage-dashboard-access) to control who can view or edit your dashboard.

To get started, click {icon}`share` **Share** in the toolbar.

:::{image} /explore-analyze/images/share-dashboard.png
:screenshot:
:width: 60%
:::

## Manage access of other users on your dashboard
## Manage access permissions [manage-dashboard-access]
```{applies_to}
serverless:
serverless: ga
stack: ga 9.3+
```

From the icon {icon}`share`, you can set whether other users in the space can edit or view a dashboard you own:
From the {icon}`share` **Share** dialog, you can set whether other users in the space can edit or view a dashboard you own:

- **Can edit**: Everybody in the space can edit, delete, and fully manage the dashboard.
- **Can view**: Everybody in the space can view the dashboard, but cannot edit or delete it. They can duplicate it. This read-only setting can be changed at any time by the dashboard owner or a {{kib}} administrator.
- **Can view**: Everybody in the space can view the dashboard, but cannot edit or delete it. They can duplicate it. This read-only setting can be changed at any time by the dashboard owner or a {{kib}} administrator.

:::{include} ../_snippets/dashboard-ownership.md
:::

## Share a dashboard [share-dashboard-link]
## Share with a link [share-dashboard-link]

Share a direct link to your dashboard so that others can access it in {{kib}}.

1. Open the dashboard, then click {icon}`share` **Share**.
2. On the **Link** tab, click **Copy link**.

You can share your dashboards in several ways:
- [Share with a direct link](../report-and-share.md#share-a-direct-link)
- {applies_to}`serverless: unavailable` [Embed a dashboard outside of {{kib}}](../report-and-share.md#embed-code)
The link requires authentication. To access the dashboard, users must log in to {{kib}} with an account that has the necessary permissions.

For detailed information about the sharing options and time ranges, refer to [Reporting and sharing](../report-and-share.md).
{applies_to}`{ stack: ga 9.1, serverless: ga }` When sharing, you can choose to use a relative or an absolute time range:

* **Relative time range**: The link shows current data. For example, if you share a "Last 7 days" view, users always see the most recent 7 days when they open the link.
* **Absolute time range** (default): The link shows a fixed time period. For example, if you share a "Last 7 days" view on January 7, 2025, the link always shows that exact week of January 1-7, 2025, regardless of when users open the link.

::::{tip}
When sharing a dashboard with a link while a panel is in maximized view, the generated link will also open the dashboard on the same maximized panel view.
When sharing a dashboard with a link while a panel is in maximized view, the generated link also opens the dashboard with the same panel maximized.
::::

::::{tip}
When sharing an object with unsaved changes, you get a temporary link that might break in the future, for example in case of upgrade. Save the dashboard first to get a permanent link.
::::

Anonymous users can also access the link if you have configured [Anonymous authentication](/deploy-manage/users-roles/cluster-or-deployment-auth/kibana-authentication.md#anonymous-authentication) and your anonymous service account has the necessary privileges.

## Embed in a webpage [embed-dashboard]
```{applies_to}
stack: ga
serverless: unavailable
```

Embed a fully interactive dashboard as an iframe on an internal company website or personal web page.

1. Open the dashboard, then click {icon}`share` **Share**.
2. Go to the **Embed** tab.
3. Under **Include**, select which parts of the dashboard to display in the embedded view:
- **Top menu**
- **Query**
- **Time filter**
- **Filter bar** (enabled by default)
4. Click **Copy embed code**.
5. Paste the iframe code into your web page HTML.

<!-- TODO: add screenshot of the embed tab -->

For information about granting access to embedded dashboards, refer to [Authentication](/deploy-manage/users-roles/cluster-or-deployment-auth/user-authentication.md).

::::{tip}
Save the dashboard before generating the embed code. Embedding a dashboard with unsaved changes may result in an embed code that does not work properly.

Check notice on line 93 in explore-analyze/dashboards/sharing.md

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GitHub Actions / build / vale

Elastic.WordChoice: Consider using 'can, might' instead of 'may', unless the term is in the UI.
::::

## Export as PDF or PNG [export-dashboard-pdf-png]
```{applies_to}
stack: ga
serverless: unavailable
```

Generate and download a PDF or PNG file of your dashboard. PDF and PNG reports are a [subscription feature](https://www.elastic.co/subscriptions).

1. Open the dashboard, then click {icon}`download` **Export** in the toolbar.
2. Select **PDF** or **PNG**.
3. Optional: For PDF exports, enable **Print format** to create a printer-friendly report with multiple A4 portrait pages and two visualizations per page.
4. Click the button to generate the report.

A notification confirms that the report is queued. When it is ready, download it from the **Reporting** page under **Stack Management > Alerts and Insights > Reporting**.

:::{note}
For more information on how to configure reporting in {{kib}}, refer to [Configure reporting in {{kib}}](/deploy-manage/kibana-reporting-configuration.md).
:::

::::{note}
When you create a dashboard report that includes a data table or Discover session, the PDF includes only the visible data.
::::

{applies_to}`stack: ga 9.1+` You can also schedule recurring exports. Refer to [Automatically generate reports](../report-and-share/automating-report-generation.md) to learn more.

For general information about reporting across all {{kib}} apps, known limitations, and troubleshooting, refer to [Reporting and sharing](../report-and-share.md).

## Download visualization data as CSV [download-csv]

You can download the data displayed in individual **Lens** visualizations on your dashboard as CSV files.

1. On the dashboard, open the Lens visualization you want to export.
2. Click {icon}`download` **Export**, then select **CSV Download**.
3. The CSV file is downloaded to your machine.

::::{note}
If the visualization contains data that starts with characters that spreadsheet applications may interpret as formulas (such as `=`, `+`, `-`, or `@`), a warning is displayed.

Check notice on line 132 in explore-analyze/dashboards/sharing.md

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GitHub Actions / build / vale

Elastic.WordChoice: Consider using 'can, might' instead of 'may', unless the term is in the UI.
::::

## Export dashboards [export-dashboards]
## Export dashboard configuration [export-dashboards]

Export dashboards as NDJSON files to migrate them to other {{product.kibana}} instances, back them up, or share them with other teams. You can export dashboards from **Stack Management** > **Saved Objects**. To configure and start the export:

1. Select the dashboard that you want, then click **Export**.
2. Enable **Include related objects** if you want that objects associated to the selected dashboard, such as data views and visualizations, also get exported. This option is enabled by default and recommended if you plan to import that dashboard again in a different space or cluster.
2. Enable **Include related objects** if you want objects associated with the selected dashboard, such as data views and visualizations, to also be exported. This option is enabled by default and recommended if you plan to import that dashboard again in a different space or cluster.
3. Select **Export**.

![Option to export a dashboard](/explore-analyze/images/kibana-dashboard-export-saved-object.png "")
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4 changes: 2 additions & 2 deletions explore-analyze/report-and-share.md
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Expand Up @@ -57,7 +57,7 @@ Anonymous users can also access the link if you have configured [Anonymous authe
For more information on how to configure reporting in {{kib}}, refer to [Configure reporting in {{kib}}](/deploy-manage/kibana-reporting-configuration.md).
:::

Create and download PDF, PNG, or CSV reports of saved Discover sessions, dashboards, visualizations, and workpads.
Create and download PDF, PNG, or CSV reports of saved Discover sessions, dashboards, visualizations, and workpads. For dashboard-specific export instructions, refer to [Share and export dashboards](/explore-analyze/dashboards/sharing.md).

* **PDF** {applies_to}`serverless: unavailable` — Generate and download PDF files of dashboards, visualizations, and **Canvas** workpads. PDF reports are a [subscription feature](https://www.elastic.co/subscriptions).
* **PNG** {applies_to}`serverless: unavailable` — Generate and download PNG files of dashboards and visualizations. PNG reports are a [subscription feature](https://www.elastic.co/subscriptions).
Expand Down Expand Up @@ -153,7 +153,7 @@ serverless: unavailable
```

* {applies_to}`stack: beta` **Share on a website** — Download and securely share **Canvas** workpads on any website.
* **Embed code** — Embed fully interactive dashboards as an iframe on web pages.
* **Embed code** — Embed fully interactive dashboards as an iframe on web pages. Refer to [Embed in a webpage](/explore-analyze/dashboards/sharing.md#embed-dashboard) for detailed instructions.

::::{note}
:name: reporting-on-cloud-resource-requirements
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