How to Create a Shareable Dashboard Link in Xero Analytics (Easy Guide)

In this video, we discuss how to easily create a shareable dashboard link in Xero Analytics. You'll learn to generate a view-only link for your Xero dashboard reports, making business reporting straightforward for stakeholders without granting full access to your Xero accounting software. This Xero guide ensures you can share financial data securely and effectively, setting the appropriate date mode and frequency for your shared financial dashboard.

#XeroDashboard #ShareDashboardLink #XeroAnalytics

00:00 Introduction
00:14 Sign in to Xero
00:30 Navigate to Reporting Dashboards
00:53 Open Dashboard Report
01:06 Enable Dashboard Sharing
01:25 Choose Date Mode
01:51 Select Report Frequency
02:04 Generate Shareable Link
02:16 Preview Shared Dashboard

Видео How to Create a Shareable Dashboard Link in Xero Analytics (Easy Guide) канала AI Mastery