Sharing and embeds

Links, public reports, embeds on your site, branding and scheduled email.

• Ways to share Every way a report reaches people, who can open it, whether they sign in, and where its data comes from.
• Share with people, groups and guests Share a report, chart, dataset, folder or workspace with people, groups or an email address, see who has access and why, and how roles and workspaces decide what they can do.
• Public links and snapshots Make a link anyone can open without signing in, set when it expires, turn it off, and choose whether it reads a snapshot or live data.
• Embed a report on your site Put a published report or one chart on your own website with an iframe or the halo-report element, and list the sites it may appear on.
• Your brand on reports Give shared reports, embeds and PDFs your colors, logo and fonts, adjust one report's theme, and see when the Powered by Halo badge shows.
• Scheduled email Send a published report by email on a schedule, as a PDF, a zip of CSVs or a JSON file, with each member seeing only the rows their access shows.
• Exports Download rows and images from charts, tables and datasets as CSV, Excel, JSON or PNG, and run big exports in the background.
• Report views See how often a report is opened, from Halo Data, public links and embeds, each day, and which pages, sites, countries and devices its readers come from. Nobody can be traced.