NEW: What’s the difference between viewing a dashboard in the app and viewing a published link to a dashboard?

Klipfolio now offers the ability for customers to publish a dashboard (with or without a password) as a shareable link. A published dashboard can be shared with many viewers. Dashboards published as links (see this article, for more information) are ideal for customers who use wallboards displaying one dashboard per display, who need to share their dashboard with a broader group within their organization, or who wish to share with external users.

Published dashboards may not be suitable for all use cases or customers. Security and flexibility are limited with published dashboards. The viewer role in Klipfolio is set up to be part of a sharing mechanism for a specific set of content. This allows them to see more than one dashboard at any time. In addition, the properties associated with an viewer role automatically filter content to reflect their context.

See the matrix below to compare the relative strengths of each option.

Security Klipfolio viewer role Published link viewer
See who is accessing your dashboard Yes No
Password Yes Optional
Login required Yes No
IP Range Restriction (if set up) Yes Yes
Share with/distribute to other non-users No Yes
Searchability restricted (not searchable by web crawlers) Yes Yes
Convenience and usability Klipfolio viewer role Published link viewer
Interaction (User Input Controls, drill down, tool tips) Yes Yes
Multiple dashboards Yes No
Save last spot (retain your context) Yes No (each access starts at the same point)
Filter based on user (User Properties) Yes No (reflects properties of the dashboard at the time it was published)
View Klip Annotations/Comments Yes No
Mobile App (‘in the labs’) Yes No (requires Klipfolio account)
Ability to add, reuse or replace dashboards via a hyperlink Yes No. (It is not possible to add, reuse or replace a dashboards shared as a private link.)

Still have questions, please contact our customer success team.

Learn more

Updates to Klipfolio permissions Publish Private Links

Dashboard management

  1. Beta: Free public links
  2. Publish links
  3. NEW: What’s the difference between viewing a dashboard in the app and viewing a published link to a dashboard?
  4. Use RiseVision to display your Klipfolio dashboard on big screen TVs or digital wallboards
  5. Updates to Klipfolio user permissions
  6. Generate a Klipfolio API Key
  7. Push API deprecation, October 30, 2015
  8. Klipfolio is rebranding
  9. NEW: Best Practices for Large Screen Dashboard Display
  10. Guide to displaying Klipfolio Dashboards on a Large Screen Display
  11. Dashboard design considerations
  12. NEW: Working with Company Properties
  13. Authenticating with Google
  14. Adding a custom role and users
  15. Adding new users
  16. Annotations
  17. Building dashboards
  18. Checklist for adding new users
  19. Creating groups and setting default dashboards
  20. NEW: Removing a Klip, dashboard or data source from the Library
  21. Displaying Klips in full screen mode
  22. Downloading a Klip to your computer
  23. Downloading a dashboard and all of its Klips to your computer
  24. Whitelist IP Addresses
  25. Emailing a Klip
  26. Emailing a dashboard and all of its Klips
  27. Sending Scheduled Email Reports of Klips with variables
  28. Embedding a Klip into an HTML page
  29. NEW: Best practices for generating PDF reports
  30. Options for launching Klipfolio
  31. Removing a user from a custom role
  32. Removing a custom role
  33. Setting up an IP address range in Klipfolio
  34. Sharing data sources
  35. Sharing Klips
  36. Sharing dashboards
  37. Dashboard permalinks
  38. User properties
  39. User roles and access permissions
  40. Viewing data source failures and refresh history for an account

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