Sharing & Collaboration
Share your AI-generated reports with teammates, clients, and leadership — via live links, exported files, or embedded views. No login required for recipients.
Sharing Methods
Generate a shareable URL that anyone can view in a browser — no account needed. Recipients see the full report with all charts and KPI cards.
Recipients can interact with charts, zoom into data, and explore different views. The link always shows the latest version of your report.
Export to PDF, PPT, or Word and share via email or messaging. Recipients don't need a ExcelDashboard AI account.
Invite teammates to view and collaborate on reports. Multiple users can add comments and build on each other's analysis.
How to Share a Report
Export Options for Sharing
Print-ready format, ideal for formal submissions or archiving. All charts and text preserved at full quality.
Editable presentation file — each chart and section on its own slide. Recipients can further customize for their audience.
Long-form document with full narrative, charts, and tables. Ideal for reports that need review, edits, or sign-off.
Data tables and charts exported to Excel — ideal for teams that need to do further analysis on the underlying data.