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Build a dashboard once and share it with your team, with Advertisers, or with anyone via a link.
Your Invoca dashboard is a tool for building customized, at-a-glance views of your most important Invoca insights. You can build multiple dashboards and share those views with your team — useful for keeping everyone aligned on the same analytics and saving time on manual setup.

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Creating a new dashboard view

  1. Log in to your Invoca account. In the sidebar menu, click Dashboards, then Manage Dashboards, then + New Dashboard.
  2. Enter a descriptive name for this view and click Create.
  3. Add tiles to your new dashboard. See “An Introduction to Your Invoca Dashboard” for how to create tiles.
To start from an existing dashboard instead of building a new one, go to that dashboard, click the Actions menu, and select Copy. Rename the copy and customize it before sharing.

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Exporting your dashboard as a PDF

To share a dashboard with someone outside your organization, export it as a PDF. Open the dashboard, click Export in the top right, and you’ll receive an email when the export is ready — useful for sending to stakeholders without an Invoca user account.

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Sharing dashboards with your team

Sharing a dashboard adds it directly to a team member’s account with a dynamic view as new data comes in. Users with the Reporting or Filtered Reporting role can’t share dashboards they create.
  1. In the sidebar menu, click Dashboards, then Manage Dashboards, and select the dashboard you want to share.
  2. Click the Actions dropdown, then select Share with Users.
  3. Choose who to share with:
    • Only Me: A fully private dashboard — only you can see and edit it.
    • Select Users: Pick specific roles or individual users.
    • Everyone: All users on your network can see the dashboard, optionally limited to specific user group roles and licenses.
  4. Click Save when you’re finished.
Your team members will see the new dashboard, tagged Shared, under Managed Dashboards in their sidebar menu. To share with Advertisers, follow the same steps but select Share with Advertisers instead of Share with Users. You can select all or some Advertisers — they’ll only see their own data represented on the shared dashboard. If you have a reporting role and can’t share a dashboard directly, copy its URL and share that instead. Anyone who opens the URL sees a replica of your dashboard. It won’t be saved directly to their account, but they can duplicate it using the steps above to keep a permanent version.

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Editing or deleting a dashboard

To change a dashboard you published yourself, make your edits directly — anyone you’ve shared it with sees the changes live. To edit a dashboard someone else made, a Super User can transfer ownership of it to you, after which you can make changes. Shared dashboards can be deleted by any Super User or the dashboard’s owner.

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Where to go next

Last modified on September 21, 2026