Docs: refactors and copy edits share dashboard topics (#53972)

* refactors and copy edits share dashboard topics

* fixes typo

* incorporates feedback

* completes splitting out reporting and playlists
pull/54232/head^2
Christopher Moyer 3 years ago committed by GitHub
parent d765aaff49
commit ca3296da34
No known key found for this signature in database
GPG Key ID: 4AEE18F83AFDEB23
  1. 2
      docs/sources/administration/roles-and-permissions/access-control/_index.md
  2. 4
      docs/sources/dashboards/_index.md
  3. 53
      docs/sources/dashboards/create-manage-playlists/index.md
  4. 2
      docs/sources/dashboards/dashboard-manage.md
  5. 19
      docs/sources/dashboards/reporting.md
  6. 2
      docs/sources/developers/http_api/reporting.md
  7. 4
      docs/sources/enterprise/_index.md
  8. 23
      docs/sources/enterprise/export-pdf.md
  9. 2
      docs/sources/introduction/_index.md
  10. 4
      docs/sources/introduction/grafana-enterprise.md
  11. 150
      docs/sources/panels/create-reports/index.md
  12. 2
      docs/sources/setup-grafana/image-rendering/_index.md
  13. 193
      docs/sources/share-dashboards-panels/index.md
  14. 25
      docs/sources/sharing/_index.md
  15. 158
      docs/sources/sharing/playlists.md
  16. 56
      docs/sources/sharing/share-dashboard.md
  17. 101
      docs/sources/sharing/share-panel.md
  18. 2
      docs/sources/whatsnew/whats-new-in-v7-1.md
  19. 8
      docs/sources/whatsnew/whats-new-in-v7-2.md
  20. 2
      docs/sources/whatsnew/whats-new-in-v7-4.md
  21. 2
      docs/sources/whatsnew/whats-new-in-v7-5.md
  22. 2
      docs/sources/whatsnew/whats-new-in-v8-0.md
  23. 2
      docs/sources/whatsnew/whats-new-in-v8-1.md
  24. 2
      docs/sources/whatsnew/whats-new-in-v9-1.md

@ -87,7 +87,7 @@ Assign fixed roles when the basic roles do not meet your permission requirements
- [Licenses]({{< relref "../../stats-and-license/" >}}) - [Licenses]({{< relref "../../stats-and-license/" >}})
- [Organizations]({{< relref "../../organization-management/" >}}) - [Organizations]({{< relref "../../organization-management/" >}})
- [Provisioning]({{< relref "../../provisioning/" >}}) - [Provisioning]({{< relref "../../provisioning/" >}})
- [Reports]({{< relref "../../../enterprise/reporting/" >}}) - [Reports]({{< relref "../../../panels/create-reports/" >}})
- [Roles]({{< relref "../../" >}}) - [Roles]({{< relref "../../" >}})
- [Settings]({{< relref "../../../enterprise/settings-updates/" >}}) - [Settings]({{< relref "../../../enterprise/settings-updates/" >}})
- [Service accounts]({{< relref "../../service-accounts/" >}}) - [Service accounts]({{< relref "../../service-accounts/" >}})

@ -20,8 +20,8 @@ Before you begin, ensure that you have configured a data source. See also:
- [Manage dashboards]({{< relref "dashboard-manage/" >}}) - [Manage dashboards]({{< relref "dashboard-manage/" >}})
- [Public dashboards]({{< relref "dashboard-public/" >}}) - [Public dashboards]({{< relref "dashboard-public/" >}})
- [Annotations]({{< relref "annotations/" >}}) - [Annotations]({{< relref "annotations/" >}})
- [Playlist]({{< relref "playlist/" >}}) - [Playlist]({{< relref "./create-manage-playlists/" >}})
- [Reporting]({{< relref "reporting/" >}}) - [Reporting]({{< relref "../share-dashboards-panels#reporting" >}})
- [Time range controls]({{< relref "time-range-controls/" >}}) - [Time range controls]({{< relref "time-range-controls/" >}})
- [Dashboard version history]({{< relref "dashboard-history/" >}}) - [Dashboard version history]({{< relref "dashboard-history/" >}})
- [Dashboard export and import]({{< relref "export-import/" >}}) - [Dashboard export and import]({{< relref "export-import/" >}})

@ -7,36 +7,36 @@ keywords:
- dashboard - dashboard
- documentation - documentation
- playlist - playlist
title: Playlist title: Manage playlists
menuTitle: Manage playlists
weight: 9 weight: 9
--- ---
# Playlist # Manage playlists
A playlist displays a list of dashboards that are in a sequence. Use a playlist to build situational awareness or to present your metrics to your team or visitors. Grafana automatically scales dashboards to any resolution, which makes them perfect for big screens. This topic has the following sections: A _playlist_ is a list of dashboards that are displayed in a sequence. You might use a playlist to build situational awareness or to present your metrics to your team or visitors.
- [Playlist](#playlist) Grafana automatically scales dashboards to any resolution, which makes them perfect for big screens.
- [Access, share, and control a playlist](#access-share-and-control-a-playlist)
- [Access playlist](#access-playlist) You can access the Playlist feature from Grafana's side menu, in the Dashboards submenu.
- [Start a playlist](#start-a-playlist)
- [Control a playlist](#control-a-playlist) {{< figure src="/static/img/docs/v50/playlist.png" max-width="25rem">}}
- [Create a playlist](#create-a-playlist)
- [Edit or delete a playlist](#edit-or-delete-a-playlist)
- [Edit a playlist](#edit-a-playlist)
- [Delete a playlist](#delete-a-playlist)
- [Share a playlist in a view mode](#share-a-playlist-in-a-view-mode)
## Access, share, and control a playlist ## Access, share, and control a playlist
Use the information in this section to access existing playlists. Start and control the display of a playlist using one of the five available modes. Use the information in this section to access existing playlists. Start and control the display of a playlist using one of the five available modes.
### Access playlist ### Access a playlist
1. Hover your cursor over Grafana’s side menu. 1. Hover your cursor over Grafana’s side menu.
1. Click **Playlists**. You will see a list of existing playlists. 1. Click **Playlists**. You will see a list of existing playlists.
### Start a playlist ### Start a playlist
You can start a playlist in five different view modes. View mode determine how the menus and navigation bar appear on the dashboards.
By default, each dashboard is displayed for the amount of time entered in the Interval field, which you set when you create or edit a playlist. After you start a playlist, you can control it with the navbar at the top of the page.
1. [Access](#access-playlist) the playlist page to see a list of existing playlists. 1. [Access](#access-playlist) the playlist page to see a list of existing playlists.
1. Find the playlist you want to start, then click **Start playlist**. The start playlist dialog opens. 1. Find the playlist you want to start, then click **Start playlist**. The start playlist dialog opens.
1. Select one of the five playlist modes available based on the information in the following table. 1. Select one of the five playlist modes available based on the information in the following table.
@ -82,6 +82,17 @@ You can create a playlist to present dashboards in a sequence, with a set order
{{< figure src="/static/img/docs/dashboards/create-playlist-8-2.png" max-width="25rem">}} {{< figure src="/static/img/docs/dashboards/create-playlist-8-2.png" max-width="25rem">}}
## Save a playlist
You can save a playlist and add it to your **Playlists** page, where you can start it. Be sure that all the dashboards you want to appear in your playlist are added when creating or editing the playlist before saving it.
1. To access the Playlist feature, hover your cursor over Grafana's side menu.
1. Click **Playlists**.
1. Click on the playlist.
1. Edit the playlist.
1. Ensure that your playlist has a **Name**, **Interval**, and at least one **Dashboard** added to it.
1. Click **Save**.
## Edit or delete a playlist ## Edit or delete a playlist
You can edit a playlist by updating its name, interval time, and by adding, removing, and rearranging the order of dashboards. On the rare occasion when you no longer need a playlist, you can delete it. You can edit a playlist by updating its name, interval time, and by adding, removing, and rearranging the order of dashboards. On the rare occasion when you no longer need a playlist, you can delete it.
@ -94,8 +105,18 @@ You can edit a playlist by updating its name, interval time, and by adding, remo
### Delete a playlist ### Delete a playlist
1. In the playlist page, click **Edit playlist**. A prompts opens asking you to confirm the action. 1. Click **Playlists**.
1. Click **delete**. 1. Next to the Playlist you want to delete, click **Remove[x]**.
### Rearrange dashboard order
1. Next to the dashboard you want to move, click the up or down arrow.
1. Click **Save** to save your changes.
### Remove a dashboard
1. Click **Remove[x]** to remove a dashboard from the playlist.
1. Click **Save** to save your changes.
## Share a playlist in a view mode ## Share a playlist in a view mode

@ -16,4 +16,4 @@ When managing dashboads, you can use:
- Use [annotations]({{< relref "annotations/" >}}) to display event data across panels. This can help correlate the time series data in the panel with other events. - Use [annotations]({{< relref "annotations/" >}}) to display event data across panels. This can help correlate the time series data in the panel with other events.
- Use the dashboard picker for quick, searchable access to all dashboards in a particular organization. - Use the dashboard picker for quick, searchable access to all dashboards in a particular organization.
You can also [share dashboards]({{< relref "../sharing/share-dashboard/" >}}) in a variety of ways. You can also [share dashboards]({{< relref "../share-dashboards-panels#share-a-dashboard" >}}) in a variety of ways.

@ -1,19 +0,0 @@
---
aliases:
- /docs/grafana/latest/administration/reports/
- /docs/grafana/latest/dashboards/reporting/
description: ''
keywords:
- grafana
- reporting
title: Reporting
weight: 10
---
# Reporting
Reporting allows you to generate PDFs from any of your dashboards and have them sent out to interested parties on a schedule.
{{< figure src="/static/img/docs/enterprise/reports_list.png" max-width="500px" class="docs-image--no-shadow" >}}
> Reporting is only available in Grafana Enterprise, v6.4 or later. For more information, refer to [Reporting]({{< relref "../enterprise/reporting/" >}}) in [Grafana Enterprise]({{< relref "../enterprise/" >}}).

@ -13,7 +13,7 @@ title: Reporting API
# Reporting API # Reporting API
This API allows you to interact programmatically with the [Reporting]({{< relref "../../enterprise/reporting/" >}}) feature. This API allows you to interact programmatically with the [Reporting]({{< relref "../../panels/create-reports/" >}}) feature.
> Reporting is only available in Grafana Enterprise. Read more about [Grafana Enterprise]({{< relref "../../enterprise/" >}}). > Reporting is only available in Grafana Enterprise. Read more about [Grafana Enterprise]({{< relref "../../enterprise/" >}}).

@ -61,8 +61,8 @@ Grafana Enterprise adds the following features:
- [Role-based access control]({{< relref "../administration/roles-and-permissions/access-control/" >}}) to control access with role-based permissions. - [Role-based access control]({{< relref "../administration/roles-and-permissions/access-control/" >}}) to control access with role-based permissions.
- [Data source permissions]({{< relref "../administration/data-source-management/" >}}) to restrict query access to specific teams and users. - [Data source permissions]({{< relref "../administration/data-source-management/" >}}) to restrict query access to specific teams and users.
- [Data source query caching]({{< relref "query-caching/" >}}) to temporarily store query results in Grafana to reduce data source load and rate limiting. - [Data source query caching]({{< relref "query-caching/" >}}) to temporarily store query results in Grafana to reduce data source load and rate limiting.
- [Reporting]({{< relref "reporting/" >}}) to generate a PDF report from any dashboard and set up a schedule to have it emailed to whoever you choose. - [Reporting]({{< relref "../panels/create-reports/" >}}) to generate a PDF report from any dashboard and set up a schedule to have it emailed to whoever you choose.
- [Export dashboard as PDF]({{< relref "export-pdf/" >}}) - [Export dashboard as PDF]({{< relref "../panels/create-reports/#export-dashboard-as-pdf" >}})
- [Custom branding]({{< relref "../setup-grafana/configure-grafana/configure-custom-branding/" >}}) to customize Grafana from the brand and logo to the footer links. - [Custom branding]({{< relref "../setup-grafana/configure-grafana/configure-custom-branding/" >}}) to customize Grafana from the brand and logo to the footer links.
- [Usage insights]({{< relref "usage-insights/" >}}) to understand how your Grafana instance is used. - [Usage insights]({{< relref "usage-insights/" >}}) to understand how your Grafana instance is used.
- [Vault integration]({{< relref "../setup-grafana/configure-security/configure-database-encryption/integrate-with-hashicorp-vault/" >}}) to manage your configuration or provisioning secrets with Vault. - [Vault integration]({{< relref "../setup-grafana/configure-security/configure-database-encryption/integrate-with-hashicorp-vault/" >}}) to manage your configuration or provisioning secrets with Vault.

@ -1,23 +0,0 @@
---
aliases:
- /docs/grafana/latest/enterprise/export-pdf/
description: ''
keywords:
- grafana
- export
- pdf
- share
title: Export dashboard as PDF
weight: 1400
---
# Export dashboard as PDF
You can generate and save PDF files from any of your dashboards.
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}).
1. In the upper right corner of the dashboard that you want to export as PDF, click the **Share dashboard** icon.
1. On the PDF tab, select the layout option for exported dashboard: **Portrait** or **Landscape**.
1. Click **Save as PDF** to render the dashboard as a PDF file.
Grafana opens the PDF file in a new window or browser tab.

@ -11,7 +11,7 @@ weight: 5
[Grafana open source software](https://grafana.com/oss/) enables you to query, visualize, alert on, and explore your metrics, logs, and traces wherever they are stored. Grafana OSS provides you with tools to turn your time-series database (TSDB) data into insightful graphs and visualizations. [Grafana open source software](https://grafana.com/oss/) enables you to query, visualize, alert on, and explore your metrics, logs, and traces wherever they are stored. Grafana OSS provides you with tools to turn your time-series database (TSDB) data into insightful graphs and visualizations.
After you have [installed Grafana]({{< relref "../setup-grafana/installation/" >}}) and set up your first dashboard using instructions in [Getting started with Grafana]({{< relref "../getting-started/build-first-dashboard.md" >}}), you will have many options to choose from depending on your requirements. For example, if you want to view weather data and statistics about your smart home, then you can create a [playlist]({{< relref "../dashboards/playlist.md" >}}). If you are the administrator for an enterprise and are managing Grafana for multiple teams, then you can set up [provisioning]({{< relref "../administration/provisioning/" >}}) and [authentication]({{< relref "../setup-grafana/configure-security/configure-authentication/" >}}). After you have [installed Grafana]({{< relref "../setup-grafana/installation/" >}}) and set up your first dashboard using instructions in [Getting started with Grafana]({{< relref "../getting-started/build-first-dashboard.md" >}}), you will have many options to choose from depending on your requirements. For example, if you want to view weather data and statistics about your smart home, then you can create a [playlist]({{< relref "../dashboards/create-manage-playlists/" >}}). If you are the administrator for an enterprise and are managing Grafana for multiple teams, then you can set up [provisioning]({{< relref "../administration/provisioning/" >}}) and [authentication]({{< relref "../setup-grafana/configure-security/configure-authentication/" >}}).
The following sections provide an overview of Grafana features and links to product documentation to help you learn more. For more guidance and ideas, check out our [Grafana Community forums](https://community.grafana.com/). The following sections provide an overview of Grafana features and links to product documentation to help you learn more. For more guidance and ideas, check out our [Grafana Community forums](https://community.grafana.com/).

@ -52,8 +52,8 @@ Grafana Enterprise adds the following features:
- [Role-based access control]({{< relref "../administration/roles-and-permissions/access-control/" >}}) to control access with role-based permissions. - [Role-based access control]({{< relref "../administration/roles-and-permissions/access-control/" >}}) to control access with role-based permissions.
- [Data source permissions]({{< relref "../administration/data-source-management#data-source-permissions" >}}) to restrict query access to specific teams and users. - [Data source permissions]({{< relref "../administration/data-source-management#data-source-permissions" >}}) to restrict query access to specific teams and users.
- [Data source query caching]({{< relref "../enterprise/query-caching.md" >}}) to temporarily store query results in Grafana to reduce data source load and rate limiting. - [Data source query caching]({{< relref "../enterprise/query-caching.md" >}}) to temporarily store query results in Grafana to reduce data source load and rate limiting.
- [Reporting]({{< relref "../enterprise/reporting.md" >}}) to generate a PDF report from any dashboard and set up a schedule to have it emailed to whoever you choose. - [Reporting]({{< relref "../share-dashboards-panels#reporting" >}}) to generate a PDF report from any dashboard and set up a schedule to have it emailed to whomever you choose.
- [Export dashboard as PDF]({{< relref "../enterprise/export-pdf.md" >}}) - [Export dashboard as PDF]({{< relref "../share-dashboards-panels/#export-dashboard-as-pdf" >}})
- [Custom branding]({{< relref "../setup-grafana/configure-grafana/configure-custom-branding/" >}}) to customize Grafana from the brand and logo to the footer links. - [Custom branding]({{< relref "../setup-grafana/configure-grafana/configure-custom-branding/" >}}) to customize Grafana from the brand and logo to the footer links.
- [Usage insights]({{< relref "../enterprise/usage-insights/" >}}) to understand how your Grafana instance is used. - [Usage insights]({{< relref "../enterprise/usage-insights/" >}}) to understand how your Grafana instance is used.
- [Vault integration]({{< relref "../setup-grafana/configure-security/configure-database-encryption/encrypt-secrets-using-hashicorp-key-vault/" >}}) to manage your configuration or provisioning secrets with Vault. - [Vault integration]({{< relref "../setup-grafana/configure-security/configure-database-encryption/encrypt-secrets-using-hashicorp-key-vault/" >}}) to manage your configuration or provisioning secrets with Vault.

@ -2,60 +2,67 @@
aliases: aliases:
- /docs/grafana/latest/administration/reports/ - /docs/grafana/latest/administration/reports/
- /docs/grafana/latest/enterprise/reporting/ - /docs/grafana/latest/enterprise/reporting/
description: '' - /docs/grafana/latest/administration/reports/
- /docs/grafana/latest/dashboards/reporting/
- /docs/grafana/latest/enterprise/export-pdf/
title: Create and manage reports
menuTitle: Create and manage reports
weight: 85
keywords: keywords:
- grafana - grafana
- reporting - reporting
title: Reporting - export
weight: 800 - pdf
--- ---
# Reporting # Create and manage reports
Reporting allows you to automatically generate PDFs from any of your dashboards and have Grafana email them to interested parties on a schedule. This is available in Grafana Cloud Pro and Advanced and in Grafana Enterprise. Reporting enables you to automatically generate PDFs from any of your dashboards and have Grafana email them to interested parties on a schedule. This is available in Grafana Cloud Pro and Advanced and in Grafana Enterprise.
> If you have [Role-based access control]({{< relref "../administration/roles-and-permissions/access-control/" >}}) enabled, for some actions you would need to have relevant permissions. > If you have [Role-based access control]({{< relref "../../administration/roles-and-permissions/access-control/" >}}) enabled, for some actions you would need to have relevant permissions.
> Refer to specific guides to understand what permissions are required. > Refer to specific guides to understand what permissions are required.
{{< figure src="/static/img/docs/enterprise/reports_list_8.1.png" max-width="500px" class="docs-image--no-shadow" >}} {{< figure src="/static/img/docs/enterprise/reports_list_8.1.png" max-width="500px" class="docs-image--no-shadow" >}}
Any changes you make to a dashboard used in a report are reflected the next time the report is sent. For example, if you change the time range in the dashboard, then the time range in the report changes as well. Any changes you make to a dashboard used in a report are reflected the next time the report is sent. For example, if you change the time range in the dashboard, then the time range in the report also changes.
## Requirements ## Requirements
- SMTP must be configured for reports to be sent. Refer to [SMTP]({{< relref "../setup-grafana/configure-grafana/#smtp" >}}) in [Configuration]({{< relref "../setup-grafana/configure-grafana/" >}}) for more information. - SMTP must be configured for reports to be sent. Refer to [SMTP]({{< relref "../../setup-grafana/configure-grafana/#smtp" >}}) in [Configuration]({{< relref "../../setup-grafana/configure-grafana/" >}}) for more information.
- The Image Renderer plugin must be installed or the remote rendering service must be set up. Refer to [Image rendering]({{< relref "../setup-grafana/image-rendering/" >}}) for more information. - The Image Renderer plugin must be installed or the remote rendering service must be set up. Refer to [Image rendering]({{< relref "../../setup-grafana/image-rendering/" >}}) for more information.
## Access control ## Access control
When [RBAC]({{< relref "../administration/roles-and-permissions/access-control/" >}}) is enabled, you need to have the relevant [Permissions]({{< relref "../administration/roles-and-permissions/access-control/rbac-fixed-basic-role-definitions/" >}}) to create and manage reports. When [RBAC]({{< relref "../../administration/roles-and-permissions/access-control/" >}}) is enabled, you need to have the relevant [Permissions]({{< relref "../../administration/roles-and-permissions/access-control/rbac-fixed-basic-role-definitions/" >}}) to create and manage reports.
## Create or update a report ## Create or update a report
Only organization admins can create reports by default. You can customize who can create reports with [Role-based access control]({{< relref "../administration/roles-and-permissions/access-control/" >}}). Only organization admins can create reports by default. You can customize who can create reports with [Role-based access control]({{< relref "../../administration/roles-and-permissions/access-control/" >}}).
1. Click on the Reports icon in the side navigation menu. 1. Click on the Reports icon in the side navigation menu.
The Reports tab allows you to view, create, and update your reports. The report form has a multi-step layout. The steps do not need to be completed in succession and can be skipped over by clicking a step name. The Reports tab allows you to view, create, and update your reports. The report form has a multi-step layout. The steps do not need to be completed in succession and can be skipped over by clicking a step name.
2. Select report dashboard.
- **Source dashboard -** Select the dashboard to generate the report from. 1. Select report dashboard.
- **Time range -** (optional) Use custom time range for the report. For more information, refer to [Report time range]({{< relref "#report-time-range" >}}). - **Source dashboard:** Select the dashboard from which you want to generate the report.
- **Add another dashboard -** Add more than one dashboard to the report. - **Time range:** (optional) Use custom time range for the report. For more information, refer to [Report time range]({{< relref "#report-time-range" >}}).
3. Format report. - **Add another dashboard:** Add more than one dashboard to the report.
- **Choose format options for the report -** Select at least one option. Attach report as PDF, embed dashboard as an image, or attach CSV file of table panel data. 1. Format the report.
- **Choose format options for the report:** Select at least one option. Attach report as PDF, embed dashboard as an image, or attach CSV file of table panel data.
- If you selected the PDF format option: - If you selected the PDF format option:
- Select an orientation for the report: **Portrait** or **Landscape**. - Select an orientation for the report: **Portrait** or **Landscape**.
- Select a layout for the generated report: **Simple** or **Grid**. The simple layout renders each panel as full-width across the PDF. The grid layout renders the PDF with the same panel arrangement and width as the source dashboard. - Select a layout for the generated report: **Simple** or **Grid**. The simple layout renders each panel as full-width across the PDF. The grid layout renders the PDF with the same panel arrangement and width as the source dashboard.
- Click **Preview PDF** to view a rendered PDF with the options you selected. - Click **Preview PDF** to view a rendered PDF with the options you selected.
4. Schedule report. 1. Schedule report.
- Enter scheduling information. Options vary depending on the frequency selected. - Enter scheduling information. Options vary depending on the frequency selected.
5. Enter report information. All fields are required unless otherwise indicated. 1. Enter report information. All fields are required unless otherwise indicated.
- **Report name -** Name of the report as you want it to appear in the Reports list. It's also used as the email subject. - **Report name:** Name of the report as you want it to appear in the **Reports** list. The report name populates the email subject line.
- **Recipients -** Enter the emails of the people or teams that you want to receive the report, separated by commas or semicolons. - **Recipients:** Enter the emails of the people or teams that you want to receive the report, separated by commas or semicolons.
- **Reply to -** (optional) The address that will appear in the **Reply to** field of the email. - **Reply to:** (optional) The address that appears in the **Reply to** field of the email.
- **Message -** (optional) Message body in the email with the report. - **Message:** (optional) Message body in the email with the report.
- **Include a dashboard link -** Include a link to the dashboard from within the report email. - **Include a dashboard link:** Include a link to the dashboard from within the report email.
- **Send test email** to verify that the whole configuration is working as expected. You can choose to send this email to the recipients configured for the report, or to a different set of email addresses only used for testing. - **Send test email:** To verify that the configuration works as expected. You can choose to send this email to the recipients configured for the report, or to a different set of email addresses only used for testing.
6. Preview and save the report. 1. Preview and save the report.
{{< figure src="/static/img/docs/enterprise/reports/select-dashboard.png" max-width="500px" class="docs-image--no-shadow" >}} {{< figure src="/static/img/docs/enterprise/reports/select-dashboard.png" max-width="500px" class="docs-image--no-shadow" >}}
{{< figure src="/static/img/docs/enterprise/reports/format-report.png" max-width="500px" class="docs-image--no-shadow" >}} {{< figure src="/static/img/docs/enterprise/reports/format-report.png" max-width="500px" class="docs-image--no-shadow" >}}
@ -65,36 +72,39 @@ Only organization admins can create reports by default. You can customize who ca
### Choose template variables ### Choose template variables
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 7.5 and later behind the `reportVariables` feature flag, Grafana Enterprise version 8.0 and later without a feature flag, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 7.5 and later behind the `reportVariables` feature flag, Grafana Enterprise version 8.0 and later without a feature flag, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
You can configure report-specific template variables for the dashboard on the report page. The variables that you select will override the variables from the dashboard, and they are used when rendering a PDF file of the report. For detailed information about using template variables, refer to the [Templates and variables]({{< relref "../variables/" >}}) section. You can configure report-specific template variables for the dashboard on the report page. The variables that you select will override the variables from the dashboard, and they are used when rendering a PDF file of the report. For detailed information about using template variables, refer to the [Templates and variables]({{< relref "../../variables/" >}}) section.
> **Note:** The query variables saved with a report might go out of date if the results of that query change. For example, if your template variable queries for a list of hostnames and a new hostname is added, then it will not be included in the report. If that happens, the selected variables will need to be manually updated in the report. If you select the `All` value for the template variable or if you keep the dashboard's original variable selection, then the report will stay up-to-date as new values are added. > **Note:** The query variables saved with a report might become of date if the results of that query change. For example, if your template variable queries for a list of hostnames and a new hostname is added, then it will not be included in the report. If that occurs, the selected variables must be manually updated in the report. If you select the `All` value for the template variable or if you keep the dashboard's original variable selection, then the report stays up-to-date as new values are added.
### Render a report with panels or rows set to repeat by a variable ### Render a report with panels or rows set to repeat by a variable
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 8.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 8.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
You can include dynamic dashboards with panels or rows, set to repeat by a variable, into reports. For detailed information about setting up repeating panels or rows in dashboards, refer to the [Repeat panels or rows]({{< relref "../panels/configure-panel-options/#configure-repeating-rows-or-panels" >}}) section. You can include dynamic dashboards with panels or rows, set to repeat by a variable, into reports. For detailed information about setting up repeating panels or rows in dashboards, refer to [Repeat panels or rows]({{< relref "../../panels/configure-panel-options/#configure-repeating-rows-or-panels" >}}).
#### Caveats: #### Caveats
- Rendering repeating panels for dynamic variable types (e.g. `query` variables) with selected `All` value is currently not supported. As a workaround, it is possible to individually select all the values instead. - Rendering repeating panels for dynamic variable types (for example, `query` variables) with selected `All` value is currently not supported. As a workaround, select all the values.
- If you select different template variables in a report for a dashboard with repeating rows, you might see empty space or missing values at the bottom of the report. This is because the dimensions of the panels from the dashboard are used to generate the report. To avoid this issue, use the dashboard's original template variables for the report, or make a copy of the dashboard, select the new set of template variables, and generate a report based on the copied dashboard. - If you select different template variables in a report for a dashboard with repeating rows, you might see empty space or missing values at the bottom of the report. This is because the dimensions of the panels from the dashboard are used to generate the report. To avoid this issue
- use the dashboard's original template variables for the report, or make a copy of the dashboard
- select the new set of template variables
- generate a report based on the copied dashboard.
- Rendering of the repeating panels inside collapsed rows in reports is not supported. - Rendering of the repeating panels inside collapsed rows in reports is not supported.
### Report time range ### Report time range
> **Note:** You can set custom report time ranges in [Grafana Enterprise]({{< relref "../enterprise/" >}}) 7.2+ and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** You can set custom report time ranges in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) 7.2+ and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
By default, reports use the saved time range of the dashboard. Changing the time range of the report can be done by: By default, reports use the saved time range of the dashboard. You can change the time range of the report by:
- Saving a modified time range to the dashboard. - Saving a modified time range to the dashboard.
- Setting a time range via **Time range** field in the report form. If specified, then this custom time range overrides the one from the report's dashboard. - Setting a time range via the **Time range** field in the report form. If specified, the custom time range overrides the time range from the report's dashboard.
The page header of the report displays the time range for the dashboard's data queries. Dashboards set to use the browser's time zone will use the time zone on the Grafana server. The page header of the report displays the time range for the dashboard's data queries. Dashboards set to use the browser's time zone use the time zone on the Grafana server.
If the time zone is set differently between your Grafana server and its remote image renderer, then the time ranges in the report might be different between the page header and the time axes in the panels. To avoid this, set the time zone to UTC for dashboards when using a remote renderer. Each dashboard's time zone setting is visible in the [time range controls]({{< relref "../dashboards/time-range-controls/#dashboard-time-settings" >}}). If the time zone is set differently between your Grafana server and its remote image renderer, then the time ranges in the report might be different between the page header and the time axes in the panels. To avoid this, set the time zone to UTC for dashboards when using a remote renderer. Each dashboard's time zone setting is visible in the [time range controls]({{< relref "../../dashboards/time-range-controls/#dashboard-time-settings" >}}).
### Layout and orientation ### Layout and orientation
@ -105,23 +115,23 @@ If the time zone is set differently between your Grafana server and its remote i
| Simple | Portrait | v6.4+ | Generates an A4 page in portrait mode with three panels per page. | {{< figure src="/static/img/docs/enterprise/reports_portrait_preview.png" max-width="500px" max-height="500px" class="docs-image--no-shadow" >}} | | Simple | Portrait | v6.4+ | Generates an A4 page in portrait mode with three panels per page. | {{< figure src="/static/img/docs/enterprise/reports_portrait_preview.png" max-width="500px" max-height="500px" class="docs-image--no-shadow" >}} |
| Simple | Landscape | v6.7+ | Generates an A4 page in landscape mode with a single panel per page. | {{< figure src="/static/img/docs/enterprise/reports_landscape_preview.png" max-width="500px" class="docs-image--no-shadow" >}} | | Simple | Landscape | v6.7+ | Generates an A4 page in landscape mode with a single panel per page. | {{< figure src="/static/img/docs/enterprise/reports_landscape_preview.png" max-width="500px" class="docs-image--no-shadow" >}} |
| Grid | Portrait | v7.2+ | Generates an A4 page in portrait mode with panels arranged in the same way as at the original dashboard. | {{< figure src="/static/img/docs/enterprise/reports_grid_portrait_preview.png" max-width="500px" max-height="500px" class="docs-image--no-shadow" >}} | | Grid | Portrait | v7.2+ | Generates an A4 page in portrait mode with panels arranged in the same way as at the original dashboard. | {{< figure src="/static/img/docs/enterprise/reports_grid_portrait_preview.png" max-width="500px" max-height="500px" class="docs-image--no-shadow" >}} |
| Grid | Landscape | v7.2+ | Generates an A4 page in landscape mode with panels arranged in the same way as at the original dashboard. | {{< figure src="/static/img/docs/enterprise/reports_grid_landscape_preview.png" max-width="500px" class="docs-image--no-shadow" >}} | | Grid | Landscape | v7.2+ | Generates an A4 page in landscape mode with panels arranged in the same way as in the original dashboard. | {{< figure src="/static/img/docs/enterprise/reports_grid_landscape_preview.png" max-width="500px" class="docs-image--no-shadow" >}} |
### CSV export ### CSV export
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) 8+ with the [Grafana image renderer plugin](https://grafana.com/grafana/plugins/grafana-image-renderer) v3.0+, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) 8+ with the [Grafana image renderer plugin](https://grafana.com/grafana/plugins/grafana-image-renderer) v3.0+, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
You can attach a CSV file to the report email for each table panel on the selected dashboard, along with the PDF report. By default, CSVs larger than 10Mb won't be sent to avoid email servers to reject the email. You can increase or decrease this limit in the [reporting configuration]({{< relref "#rendering-configuration" >}}). You can attach a CSV file to the report email for each table panel on the selected dashboard, along with the PDF report. By default, CSVs larger than 10Mb are not sent which keeps email servers from rejecting the email. You can increase or decrease this limit in the [reporting configuration]({{< relref "#rendering-configuration" >}}).
This feature relies on the same plugin that supports the [image rendering]({{< relref "../setup-grafana/image-rendering/" >}}) features. This feature relies on the same plugin that supports the [image rendering]({{< relref "../../setup-grafana/image-rendering/" >}}) features.
When the CSV file is generated, it is temporarily written to the `csv` folder in the Grafana `data` folder. When the CSV file is generated, it is temporarily written to the `csv` folder in the Grafana `data` folder.
A background job runs every 10 minutes and removes temporary CSV files. You can configure how long a CSV file should be stored before being removed by configuring the [temp-data-lifetime]({{< relref "../setup-grafana/configure-grafana/#temp-data-lifetime" >}}) setting. This setting also affects how long a renderer PNG file should be stored. A background job runs every 10 minutes and removes temporary CSV files. You can configure how long a CSV file should be stored before being removed by configuring the [temp-data-lifetime]({{< relref "../../setup-grafana/configure-grafana/#temp-data-lifetime" >}}) setting. This setting also affects how long a renderer PNG file should be stored.
### Scheduling ### Scheduling
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 8.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 8.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
> The scheduler was significantly changed in Grafana Enterprise version 8.1. > The scheduler was significantly changed in Grafana Enterprise version 8.1.
Scheduled reports can be sent once, or repeated on an hourly, daily, weekly, or monthly basis, or sent at custom intervals. You can also disable scheduling by selecting **Never**, for example to send the report via the API. Scheduled reports can be sent once, or repeated on an hourly, daily, weekly, or monthly basis, or sent at custom intervals. You can also disable scheduling by selecting **Never**, for example to send the report via the API.
@ -142,12 +152,12 @@ For reports that have an hourly or daily frequency, you can choose to send them
When you schedule a report with a monthly frequency, and set the start date between the 29th and the 31st of the month, the report is only sent during the months that have those dates. If you want the report to be sent every month, select the **Send on the last day of the month** option instead. This way, the report is sent on the last day of every month regardless of how many days there are in any given month. When you schedule a report with a monthly frequency, and set the start date between the 29th and the 31st of the month, the report is only sent during the months that have those dates. If you want the report to be sent every month, select the **Send on the last day of the month** option instead. This way, the report is sent on the last day of every month regardless of how many days there are in any given month.
### Send a test email #### Send a test email
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 7.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 7.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
1. In the report, click **Send test email**. 1. In the report, click **Send test email**.
1. In the Email field, enter the email address or addresses that you want to test, separated by semicolon. 1. In the **Email** field, enter the email address or addresses that you want to test, separated by a semicolon.
If you want to use email addresses from the report, then select the **Use emails from report** check box. If you want to use email addresses from the report, then select the **Use emails from report** check box.
1. Click **Send**. 1. Click **Send**.
@ -157,35 +167,47 @@ The last saved version of the report will be sent to selected emails. You can us
### Pause a report ### Pause a report
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 8.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 8.0 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
You can pause sending of reports from the report list view by clicking the pause icon. The report will not be sent according to its schedule until it is resumed by clicking the resume button on the report row. You can pause sending reports from the report list view by clicking the pause icon. The report will not be sent according to its schedule until it is resumed by clicking the resume button on the report row.
### Add multiple dashboards to a report ### Add multiple dashboards to a report
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 9.0 and later, and [Grafana Cloud Pro and Advanced]({{< relref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 9.0 and later, and [Grafana Cloud Pro and Advanced]({{< relref "/grafana-cloud" >}}).
You can add more than one dashboard to a report. Additional dashboards will be rendered as new pages in the same PDF file, or additional images if you chose to embed images in your report email. Note: you cannot add the same dashboard to a report twice. You can add more than one dashboard to a report. Additional dashboards will be rendered as new pages in the same PDF file, or additional images if you chose to embed images in your report email. You cannot add the same dashboard to a report multiple times.
### Embed a dashboard as an image into a report ### Embed a dashboard as an image into a report
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 9.0 and later, and [Grafana Cloud Pro and Advanced]({{< relref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 9.0 and later, and [Grafana Cloud Pro and Advanced]({{< relref "/grafana-cloud" >}}).
You can send a report email with an image of the dashboard embedded in the email instead of attached as a PDF. In this case, the email recipients can see the dashboard at a glance instead of having to open the PDF.
## Export dashboard as PDF
You can generate and save PDF files of any dashboard.
> **Note:** Available in [Grafana Enterprise]({{< relref "../../introduction/grafana-enterprise/" >}}).
1. In the upper-right corner of the dashboard that you want to export as PDF, click the **Share dashboard** icon.
1. On the PDF tab, select a layout option for the exported dashboard: **Portrait** or **Landscape**.
1. Click **Save as PDF** to render the dashboard as a PDF file.
You can send a report email with an image of the dashboard embedded in the email itself, instead of attached as a PDF. In this case, the email recipients can see the dashboard at a glance instead of having to open the PDF. Grafana opens the PDF file in a new window or browser tab.
## Send a report via the API ## Send a report via the API
You can send reports programmatically with the [send report]({{< relref "../developers/http_api/reporting/#send-report" >}}) endpoint in the [HTTP APIs]({{< relref "../developers/http_api/" >}}). You can send reports programmatically with the [send report]({{< relref "../../developers/http_api/reporting/#send-report" >}}) endpoint in the [HTTP APIs]({{< relref "../../developers/http_api/" >}}).
## Rendering configuration ## Rendering configuration
When generating reports, each panel renders separately before being collected in a PDF. The per-panel rendering timeout and number of concurrently rendered panels can be configured. When generating reports, each panel renders separately before being collected in a PDF. You can configure the per-panel rendering timeout and number of concurrently rendered panels.
To make a panel more legible, you can set a scale factor for the rendered images. However, a higher scale factor increases the file size of the generated PDF. To make a panel more legible, you can set a scale factor for the rendered images. However, a higher scale factor increases the file size of the generated PDF.
You can also specify custom fonts that support different Unicode scripts. The DejaVu font is the default used for PDF rendering. You can also specify custom fonts that support different Unicode scripts. The DejaVu font is the default used for PDF rendering.
These options are available in the [configuration]({{< relref "../setup-grafana/configure-grafana/" >}}) file. These options are available in the [configuration]({{< relref "../../setup-grafana/configure-grafana/" >}}) file.
```ini ```ini
[reporting] [reporting]
@ -212,7 +234,7 @@ font_italic = DejaVuSansCondensed-Oblique.ttf
## Report settings ## Report settings
> **Note:** Available in [Grafana Enterprise]({{< relref "../enterprise/" >}}) version 7.2 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}). > **Note:** Available in [Grafana Enterprise]({{< relref "../../enterprise/" >}}) version 7.2 and later, and [Grafana Cloud Pro and Advanced]({{< ref "/grafana-cloud" >}}).
You can configure organization-wide report settings in the **Settings** tab on the **Reporting** page. Settings are applied to all the reports for current organization. You can configure organization-wide report settings in the **Settings** tab on the **Reporting** page. Settings are applied to all the reports for current organization.
@ -220,20 +242,20 @@ You can customize the branding options.
Report branding: Report branding:
- **Company logo URL** - Company logo displayed in the report PDF. Defaults to the Grafana logo. - **Company logo URL:** Company logo displayed in the report PDF. Defaults to the Grafana logo.
Email branding: Email branding:
- **Company logo URL** - Company logo displayed in the report PDF. Defaults to the Grafana logo. - **Company logo URL:** Company logo displayed in the report PDF. Defaults to the Grafana logo.
- **Email footer** - Toggle to enable report email footer. Select **Sent by** or **None**. - **Email footer:** Toggle to enable the report email footer. Select **Sent by** or **None**.
- **Footer link text** - Text for the link in the report email footer. Defaults to "Grafana". - **Footer link text:** Text of the link in the report email footer. Defaults to `Grafana`.
- **Footer link URL** - Link for the report email footer. - **Footer link URL:** Link of the report email footer.
{{< figure src="/static/img/docs/enterprise/reports_settings.png" max-width="500px" class="docs-image--no-shadow" >}} {{< figure src="/static/img/docs/enterprise/reports_settings.png" max-width="500px" class="docs-image--no-shadow" >}}
## Troubleshoot reporting ## Troubleshoot reporting
To troubleshoot and get more log information, enable debug logging in the configuration file. Refer to [Configuration]({{< relref "../setup-grafana/configure-grafana/#filters" >}}) for more information. To troubleshoot and get more log information, enable debug logging in the configuration file. Refer to [Configuration]({{< relref "../../setup-grafana/configure-grafana/#filters" >}}) for more information.
```bash ```bash
[log] [log]

@ -15,7 +15,7 @@ weight: 1000
# Set up image rendering # Set up image rendering
Grafana supports automatic rendering of panels as PNG images. This allows Grafana to automatically generate images of your panels to include in [alert notifications]({{< relref "../../alerting/notifications/" >}}), [PDF export]({{< relref "../../enterprise/export-pdf/" >}}), and [Reporting]({{< relref "../../enterprise/reporting/" >}}). PDF Export and Reporting are available only in [Grafana Enterprise]({{< relref "../../enterprise/" >}}). Grafana supports automatic rendering of panels as PNG images. This allows Grafana to automatically generate images of your panels to include in [alert notifications]({{< relref "../../alerting/notifications/" >}}), [PDF export]({{< relref "../../panels/create-reports/#export-dashboard-as-pdf" >}}), and [Reporting]({{< relref "../../panels/create-reports/" >}}). PDF Export and Reporting are available only in [Grafana Enterprise]({{< relref "../../enterprise/" >}}).
> **Note:** Image rendering of dashboards is not supported at this time. > **Note:** Image rendering of dashboards is not supported at this time.

@ -0,0 +1,193 @@
---
aliases:
- /docs/grafana/latest/sharing/
- /docs/grafana/latest/dashboards/share-dashboard/
- /docs/grafana/latest/reference/share_dashboard/
- /docs/grafana/latest/sharing/share-dashboard/
- /docs/grafana/latest/dashboards/share-dashboard/
- /docs/grafana/latest/reference/share_panel/
- /docs/grafana/latest/sharing/share-panel/
- /docs/grafana/latest/sharing/playlists/
- /docs/grafana/latest/administration/reports/
- /docs/grafana/latest/enterprise/reporting/
- /docs/grafana/latest/administration/reports/
- /docs/grafana/latest/dashboards/reporting/
- /docs/grafana/latest/enterprise/export-pdf/
title: Share dashboards and panels
menuTitle: Share dashboards and panels
weight: 85
keywords:
- grafana
- dashboard
- documentation
- share
- panel
- library panel
- playlist
- reporting
- export
- pdf
---
# Share dashboards and panels
Grafana enables you to share dashboards and panels with other users within an organization and in certain situations, publicly on the Web. You can share using:
- A direct link
- A Snapshot
- An embedded link (for panels only)
- An export link (for dashboards only)
You must have an authorized viewer permission to see an image rendered by a direct link.
The same permission is also required to view embedded links unless you have anonymous access permission enabled for your Grafana instance.
\*> Note:\*\* As of Grafana 8.0, anonymous access permission is not available in Grafana Cloud.
When you share a panel or dashboard as a snapshot, a snapshot (which is a panel or dashboard at the moment you take the snapshot) is publicly available on the web. Anyone with a link to it can access it. Because snapshots do not require any authorization to view, Grafana removes information related to the account it came from, as well as any sensitive data from the snapshot.
## Share a dashboard
You can share a dashboard as a direct link or as a snapshot. You can also export a dashboard.
> **Note:** If you change a dashboard, ensure that you save the changes before sharing.
1. Navigate to the home page of your Grafana instance.
1. Click on the share icon in the top navigation.
The share dialog opens and shows the **Link** tab.
![Dashboard share direct link](/static/img/docs/sharing/share-dashboard-direct-link-7-3.png)
### Share a direct link
The **Link** tab shows the current time range, template variables, and the default theme. You can also share a shortened URL.
1. Click **Copy**.
This action copies the default or the shortened URL to the clipboard.
1. Send the copied URL to a Grafana user with authorization to view the link.
### Publish a snapshot
A dashboard snapshot shares an interactive dashboard publicly. Grafana strips sensitive data such as queries (metric, template and annotation) and panel links, leaving only the visible metric data and series names embedded in the dashboard. Dashboard snapshots can be accessed by anyone with the link.
You can publish snapshots to your local instance or to [snapshots.raintank.io](http://snapshots.raintank.io). The latter is a free service provided by Grafana Labs that enables you to publish dashboard snapshots to an external Grafana instance. Anyone with the link can view it. You can set an expiration time if you want the snapshot removed after a certain time period.
![Dashboard share snapshot](/static/img/docs/sharing/share-dashboard-snapshot-7-3.png)
1. Click **Local Snapshot** or **Publish to snapshots.raintank.io**.
Grafana generates a link of the snapshot.
1. Copy the snapshot link, and share it either within your organization or publicly on the web.
If you created a snapshot by mistake, click **Delete snapshot** to remove the snapshot from your Grafana instance.
### Dashboard export
Grafana dashboards can easily be exported and imported. For more information, refer to [Export and import dashboards]({{< relref "../dashboards/export-import/" >}}).
![Export](/static/img/docs/sharing/share-dashboard-export-7-3.png)
## Export dashboard as PDF
You can generate and save PDF files of any dashboard.
> **Note:** Available in [Grafana Enterprise]({{< relref "../introduction/grafana-enterprise/" >}}).
1. In the upper-right corner of the dashboard that you want to export as PDF, click the **Share dashboard** icon.
1. On the PDF tab, select a layout option for the exported dashboard: **Portrait** or **Landscape**.
1. Click **Save as PDF** to render the dashboard as a PDF file.
Grafana opens the PDF file in a new window or browser tab.
## Share a panel
You can share a panel as a direct link, as a snapshot, or as an embedded link. You can also create library panels using the **Share** option on any panel.
1. Click a panel title to open the panel menu.
1. Click **Share**.
The share dialog opens and shows the **Link** tab.
![Panel share direct link](/static/img/docs/sharing/share-panel-direct-link-8-0.png)
### Use direct link
The **Link** tab shows the current time range, template variables, and the default theme. You can optionally enable a shortened URL to share.
1. Click **Copy**.
This action copies the default or the shortened URL to the clipboard.
1. Send the copied URL to a Grafana user with authorization to view the link.
1. You also optionally click **Direct link rendered image** to share an image of the panel.
For more information, refer to [Image rendering]({{< relref "../setup-grafana/image-rendering/" >}}).
The following example shows a link to a server-side rendered PNG:
```bash
https://play.grafana.org/d/000000012/grafana-play-home?orgId=1&from=1568719680173&to=1568726880174&panelId=4&fullscreen
```
#### Query string parameters for server-side rendered images
- **width:** Width in pixels. Default is 800.
- **height:** Height in pixels. Default is 400.
- **tz:** Timezone in the format `UTC%2BHH%3AMM` where HH and MM are offset in hours and minutes after UTC
- **timeout:** Number of seconds. The timeout can be increased if the query for the panel needs more than the default 30 seconds.
- **scale:** Numeric value to configure device scale factor. Default is 1. Use a higher value to produce more detailed images (higher DPI). Supported in Grafana v7.0+.
### Publish a snapshot
A panel snapshot shares an interactive panel publicly. Grafana strips sensitive data leaving only the visible metric data and series names embedded in the dashboard. Panel snapshots can be accessed by anyone with the link.
You can publish snapshots to your local instance or to [snapshots.raintank.io](http://snapshots.raintank.io). The latter is a free service provided by [Grafana Labs](https://grafana.com), that enables you to publish dashboard snapshots to an external Grafana instance. You can optionally set an expiration time if you want the snapshot to be removed after a certain time period.
![Panel share snapshot](/static/img/docs/sharing/share-panel-snapshot-8-0.png)
1. In the **Share Panel** dialog, click **Snapshot** to open the tab.
1. Click **Local Snapshot** or **Publish to snapshots.raintank.io**.
Grafana generates the link of the snapshot.
1. Copy the snapshot link, and share it either within your organization or publicly on the web.
If you created a snapshot by mistake, click **Delete snapshot** to remove the snapshot from your Grafana instance.
### Embed panel
You can embed a panel using an iframe on another web site. A viewer must be signed into Grafana to view the graph.
**> Note:** As of Grafana 8.0, anonymous access permission is no longer available for Grafana Cloud.
![Panel share embed](/static/img/docs/sharing/share-panel-embedded-link-8-0.png)
Here is an example of the HTML code:
```html
<iframe
src="https://snapshots.raintank.io/dashboard-solo/snapshot/y7zwi2bZ7FcoTlB93WN7yWO4aMiz3pZb?from=1493369923321&to=1493377123321&panelId=4"
width="650"
height="300"
frameborder="0"
></iframe>
```
The result is an interactive Grafana graph embedded in an iframe:
<iframe src="https://snapshots.raintank.io/dashboard-solo/snapshot/y7zwi2bZ7FcoTlB93WN7yWO4aMiz3pZb?from=1493369923321&to=1493377123321&panelId=4" width="650" height="300" frameborder="0"></iframe>
### Library panel
To create a library panel from the **Share Panel** dialog:
1. Click **Library panel**.
{{< figure src="/static/img/docs/library-panels/create-lib-panel-8-0.png" class="docs-image--no-shadow" max-width= "900px" caption="Screenshot of the create library panel dialog" >}}
1. In **Library panel name**, enter the name.
1. In **Save in folder**, select the folder in which to save the library panel. By default, the General folder is selected.
1. Click **Create library panel** to save your changes.
1. Save the dashboard.

@ -1,25 +0,0 @@
---
aliases:
- /docs/grafana/latest/sharing/
title: Sharing
weight: 85
---
# Sharing dashboards and panels
Grafana allows you to share dashboards and panels with other users within an organization and in certain situations, publicly on the Web. You can share using:
- A direct link
- A Snapshot
- An embedded link (for panels only)
- An export link (for dashboards only)
Refer to [Share a dashboard]({{< relref "share-dashboard/" >}}) and [Share a panel]({{< relref "share-panel/" >}}) for more information.
You must have an authorized viewer permission to see an image rendered by a direct link.
The same permission is also required to view embedded links unless you have anonymous access permission enabled for your Grafana instance.
\*> Note:\*\* As of Grafana 8.0, anonymous access permission is no available for Grafana Cloud.
When you share a panel or dashboard as a snapshot, a snapshot (of the panel or the dashboard at that moment in time) is publicly available on the web. Anyone with a link to it can access it. Since snapshots do not need any authorization to view, Grafana strips information related to the account it came from, as well as any sensitive data from the snapshot.

@ -1,158 +0,0 @@
---
aliases:
- /docs/grafana/latest/sharing/playlists/
draft: 'true'
keywords:
- grafana
- dashboard
- documentation
- playlist
title: Playlists
weight: 4
---
# Playlists
A \_playlist
- is a list of dashboards that are displayed in a sequence. You might use a playlist to build situational awareness or to present your metrics to your team or visitors.
Grafana automatically scales dashboards to any resolution, which makes them perfect for big screens.
You can access the Playlist feature from Grafana's side menu, in the Dashboards submenu.
{{< figure src="/static/img/docs/v50/playlist.png" max-width="25rem">}}
## Create a playlist
You create a playlist to present dashboards in a sequence, with a set order and time interval between dashboards.
1. To access the Playlist feature, hover your cursor over Grafana's side menu.
1. Click **Playlists**.
1. Click **New playlist**.
1. In the **Name** text box, enter a name for your playlist.
1. In the **Interval** text box, enter a time interval.
The time interval is the amount of time for Grafana to stay on a particular dashboard before advancing to the next one on the playlist.
1. Next to the dashboard(s) you want to add to your playlist, click **Add to playlist**.
1. Click **Create**.
## Edit a playlist
You can edit playlists while creating them or after saving them.
1. To access the Playlist feature, hover your cursor over Grafana's side menu.
1. Click **Playlists**.
1. Click on the Playlist that you want to edit.
### Edit the Name of a playlist
1. Double-click within the **Name** text box.
1. Enter a name.
1. Click **Save** to save your changes.
### Edit the Interval of a playlist
1. Double-click within the **Interval** text box.
1. Enter a time interval.
1. Click **Save** to save your changes.
### Add a dashboard to a playlist
1. Next to the dashboard you want to add, click **Add to playlist**.
1. Click **Save** to save your changes.
### Search for a dashboard to add
1. Click the **Search dashboards by name** text box.
1. Search for the playlist by name or regular expression.
1. If needed, filter your results by starred status or tags.
By default, your starred dashboards will appear as options to add to the Playlist.
1. Click **Save** to save your changes.
### Rearrange dashboard order
1. Next to the dashboard you want to move, click the up or down arrow.
1. Click **Save** to save your changes.
### Remove a dashboard
1. Click **Remove[x]** to remove a dashboard from the playlist.
1. Click **Save** to save your changes.
### Delete a playlist
1. Click **Playlists**.
1. Next to the Playlist you want to delete, click **Remove[x]**.
## Save a playlist
You can save a playlist to add it to your **Playlists** page, where you can start it. Be sure that all the dashboards you want to appear in your playlist are added when creating or editing the playlist before saving it.
1. To access the Playlist feature, hover your cursor over Grafana's side menu.
1. Click **Playlists**.
1. Click on the playlist.
1. Edit the playlist.
- Ensure that your playlist has a **Name**, **Interval**, and at least one **Dashboard** added to it.
1. Click **Save**.
## Start a playlist
You can start a playlist in five different view modes, which determine how the menus and navigation bar are displayed on the dashboards.
By default, each dashboard is displayed for the amount of time entered in the Interval field, which can be set while creating or editing a playlist. Once a playlist is started, it can be controlled using the navbar at the top of your screen.
1. From the Dashboards submenu, click **Playlists**.
1. Next to the playlist you want to start, click **Start playlist**.
1. In the dropdown, select the mode you want the playlist to display in.
- **Normal mode:**
- The side menu remains visible.
- The navbar, row and panel controls appear at the top of the screen.
- **TV mode:**
- The side menu is hidden/removed.
- The navbar, row and panel controls appear at the top of the screen.
- Enabled automatically after one minute of user inactivity.
- You can enable it manually using the `d v` sequence shortcut, or by appending the parameter `?inactive` to the dashboard URL.
- You can disable it with any mouse mouse movement or keyboard action.
- **TV mode (with auto fit panels):**
- The side menu is hidden/removed.
- The navbar, row and panel controls appear at the top of the screen.
- Dashboard panels automatically adjust to optimize space on screen.
- **Kiosk mode:**
- The side menu, navbar, row and panel controls are completely hidden/removed from view.
- You can enable it manually using the `d v` sequence shortcut after the playlist has started.
- You can disable it manually with the same shortcut.
- **Kiosk mode (with auto fit panels):**
- The side menu, navbar, row and panel controls are completely hidden/removed from view.
- Dashboard panels automatically adjust to optimize space on screen.
## Control a playlist
You can control a playlist in **Normal** or **TV** mode after it's started, using the navigation bar at the top of your screen.
| Button | Result |
| ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------- |
| Next (double-right arrow) | Advances to the next dashboard. |
| Back (left arrow) | Returns to the previous dashboard. |
| Stop (square) | Ends the playlist, and exits to the current dashboard. |
| Cycle view mode (monitor icon) | Rotates the display of the dashboards in different view modes. |
| Time range | Displays data within a time range. It can be set to display the last 5 minutes up to 5 years ago, or a custom time range, using the down arrow. |
| Refresh (circle arrow) | Reloads the dashboard, to display the current data. It can be set to reload automatically every 5 seconds to 1 day, using the drop-down arrow. |
> Shortcut: Press the Esc key to stop the playlist from your keyboard.
## Share a playlist in a view mode
You can share a playlist by copying the link address on the view mode you prefer, and pasting the URL to your destination.
1. From the Dashboards submenu, click **Playlists**.
1. Next to the playlist you want to share, click **Start playlist**.
1. In the dropdown, right click the view mode you prefer.
1. Click **Copy Link Address** to copy the URL to your clipboard.
Example: The URL for the first playlist on the Grafana Play site in Kiosk mode will look like this:
[https://play.grafana.org/playlists/play/1?kiosk](https://play.grafana.org/playlists/play/1?kiosk).
1. Paste the URL to your destination.

@ -1,56 +0,0 @@
---
aliases:
- /docs/grafana/latest/dashboards/share-dashboard/
- /docs/grafana/latest/reference/share_dashboard/
- /docs/grafana/latest/sharing/share-dashboard/
keywords:
- grafana
- dashboard
- documentation
- sharing
title: Share a dashboard
weight: 6
---
# Share a dashboard
You can share a dashboard as a direct link or as a snapshot. You can also export a dashboard. If you have made changes to the dashboard, verify those changes are saved before sharing.
To share a dashboard:
1. Go to the home page of your Grafana instance.
1. Click on the share icon in the top navigation. The share dialog opens and shows the Link tab.
![Dashboard share direct link](/static/img/docs/sharing/share-dashboard-direct-link-7-3.png)
## Use direct link
The Link tab has the current time range, template variables and theme selected by default. You can optionally select a shortened URL to share.
To share a direct link:
1. Click **Copy**. This copies the default or the shortened URL to the clipboard.
1. Send the copied URL to a Grafana user with authorization to view the link.
## Publish a snapshot
A dashboard snapshot shares an interactive dashboard publicly. Grafana strips sensitive data like queries
(metric, template and annotation) and panel links, leaving only the visible metric data and series names embedded into your dashboard. Dashboard snapshots can be accessed by anyone with the link.
You can publish snapshots to your local instance or to [snapshots.raintank.io](http://snapshots.raintank.io). The latter is a free service
provided by Grafana Labs that allows you to publish dashboard snapshots to an external Grafana instance. The same rules still apply: anyone with the link can view it. You can set an expiration time if you want the snapshot removed after a certain time period.
![Dashboard share snapshot](/static/img/docs/sharing/share-dashboard-snapshot-7-3.png)
To publish a snapshot:
1. Click on **Local Snapshot** or **Publish to snapshots.raintank.io**. This generates the link of the snapshot.
1. Copy the snapshot link, and share it either within your organization or publicly on the web.
In case you created a snapshot by mistake, click **delete snapshot** to remove the snapshot from your Grafana instance.
## Dashboard export
Grafana dashboards can easily be exported and imported. For more information, refer to [Export and import dashboards]({{< relref "../dashboards/export-import/" >}}).
![Export](/static/img/docs/sharing/share-dashboard-export-7-3.png)

@ -1,101 +0,0 @@
---
aliases:
- /docs/grafana/latest/dashboards/share-dashboard/
- /docs/grafana/latest/reference/share_panel/
- /docs/grafana/latest/sharing/share-panel/
keywords:
- grafana
- dashboard
- documentation
- sharing
- library panel
title: Share a panel
weight: 6
---
# Share a panel
You can share a panel as a direct link, as a snapshot or as an embedded link. You can also create library panels using the “Share” option for any panel.
To share a panel:
1. Click a panel title to open the panel menu.
1. Click **Share**. The share dialog opens and shows the Link tab.
![Panel share direct link](/static/img/docs/sharing/share-panel-direct-link-8-0.png)
## Use direct link
The Link tab has the current time range, template variables and theme selected by default. You can optionally enable a shortened URL to share.
To share a direct link:
1. Click **Copy**. This copies the default or the shortened URL to the clipboard.
1. Send the copied URL to a Grafana user with authorization to view the link.
1. You also optionally click **Direct link rendered image** to share an image of the panel.
For more information, refer to the topic [Image rendering]({{< relref "../setup-grafana/image-rendering/" >}}).
Here is an example of a link to a server-side rendered PNG:
```bash
https://play.grafana.org/d/000000012/grafana-play-home?orgId=1&from=1568719680173&to=1568726880174&panelId=4&fullscreen
```
#### Query string parameters for server-side rendered images
- **width:** width in pixels. Default is 800.
- **height:** height in pixels. Default is 400.
- **tz:** timezone in the format `UTC%2BHH%3AMM` where HH and MM are offset in hours and minutes after UTC
- **timeout:** number of seconds. The timeout can be increased if the query for the panel needs more than the default 30 seconds.
- **scale:** numeric value to configure device scale factor. Default is 1. Use a higher value to produce more detailed images (higher DPI). Supported in Grafana v7.0+.
## Publish snapshot
A panel snapshot shares an interactive panel publicly. Grafana strips sensitive data leaving only the visible metric data and series names embedded into your dashboard. Panel snapshots can be accessed by anyone with the link.
You can publish snapshots to your local instance or to [snapshots.raintank.io](http://snapshots.raintank.io). The latter is a free service provided by [Grafana Labs](https://grafana.com), that allows you to publish dashboard snapshots to an external Grafana instance. You can optionally set an expiration time if you want the snapshot to be removed after a certain time period.
![Panel share snapshot](/static/img/docs/sharing/share-panel-snapshot-8-0.png)
To publish a snapshot:
1. In the Share Panel dialog, click **Snapshot** to open the tab.
1. Click on **Local Snapshot** or **Publish to snapshots.raintank.io**. This generates the link of the snapshot.
1. Copy the snapshot link, and share it either within your organization or publicly on the web.
If you created a snapshot by mistake, click **delete snapshot** to remove the snapshot from your Grafana instance.
## Embed panel
You can embed a panel using an iframe on another web site. A viewer must be signed into Grafana to view the graph.
**> Note:** As of Grafana 8.0, anonymous access permission is no longer available for Grafana Cloud.
![Panel share embed](/static/img/docs/sharing/share-panel-embedded-link-8-0.png)
Here is an example of the HTML code:
```html
<iframe
src="https://snapshots.raintank.io/dashboard-solo/snapshot/y7zwi2bZ7FcoTlB93WN7yWO4aMiz3pZb?from=1493369923321&to=1493377123321&panelId=4"
width="650"
height="300"
frameborder="0"
></iframe>
```
The result is an interactive Grafana graph embedded in an iframe:
<iframe src="https://snapshots.raintank.io/dashboard-solo/snapshot/y7zwi2bZ7FcoTlB93WN7yWO4aMiz3pZb?from=1493369923321&to=1493377123321&panelId=4" width="650" height="300" frameborder="0"></iframe>
## Library panel
To create a library panel from the Share Panel dialog:
1. Click **Library panel**.
{{< figure src="/static/img/docs/library-panels/create-lib-panel-8-0.png" class="docs-image--no-shadow" max-width= "900px" caption="Screenshot of the create library panel dialog" >}}
1. In **Library panel name**, enter the name.
1. In **Save in folder**, select the folder to save the library panel. By default, the General folder is selected.
1. Click **Create library panel** to save your changes.
1. Save the dashboard.

@ -108,7 +108,7 @@ You can now use HashiCorp Vault to get secrets for configuration and provisionin
### Support for monthly schedules in reports ### Support for monthly schedules in reports
With Grafana Enterprise 7.1, you can generate reports on a [monthly schedule]({{< relref "../enterprise/reporting/#scheduling" >}}). With Grafana Enterprise 7.1, you can generate reports on a [monthly schedule]({{< relref "../share-dashboards-panels/#scheduling" >}}).
## Upgrading ## Upgrading

@ -126,9 +126,9 @@ These features are included in the Grafana Enterprise edition software.
### Report and export dashboards in grid layout ### Report and export dashboards in grid layout
A new layout option is available when rendering reports: the grid layout. With this option, your report uses the panel layout from your dashboard, so that what you see is what you get. Learn more about the [grid layout]({{< relref "../enterprise/reporting/#layout-and-orientation" >}}) in the documentation. A new layout option is available when rendering reports: the grid layout. With this option, your report uses the panel layout from your dashboard, so that what you see is what you get. Learn more about the [grid layout]({{< relref "../share-dashboards-panels/#layout-and-orientation" >}}) in the documentation.
The grid layout is also available for the [Export dashboard as PDF]({{< relref "../enterprise/export-pdf/" >}}) feature. The grid layout is also available for the [Export dashboard as PDF]({{< relref "../share-dashboards-panels/#export-dashboard-as-pdf" >}}) feature.
{{< figure src="/static/img/docs/enterprise/reports_grid_landscape_preview.png" max-width="500px" class="docs-image--no-shadow" >}} {{< figure src="/static/img/docs/enterprise/reports_grid_landscape_preview.png" max-width="500px" class="docs-image--no-shadow" >}}
@ -136,7 +136,7 @@ The grid layout is also available for the [Export dashboard as PDF]({{< relref "
You can now generate a report with a different time range from the dashboard it is based on. This means that you no longer have to apply workarounds, such as copying dashboards or carefully aligning report generation with the end of the month, to generate reports that cover the period you want. You can now generate a report with a different time range from the dashboard it is based on. This means that you no longer have to apply workarounds, such as copying dashboards or carefully aligning report generation with the end of the month, to generate reports that cover the period you want.
For more information, refer to [Reports time range]({{< relref "../enterprise/reporting/#report-time-range" >}}). For more information, refer to [Reports time range]({{< relref "../share-dashboards-panels/#report-time-range" >}}).
### Organization-wide report settings ### Organization-wide report settings
@ -144,7 +144,7 @@ You can now configure organization-wide report settings, such as report branding
{{< figure src="/static/img/docs/enterprise/reports_settings.png" max-width="500px" class="docs-image--no-shadow" caption="Reports settings" >}} {{< figure src="/static/img/docs/enterprise/reports_settings.png" max-width="500px" class="docs-image--no-shadow" caption="Reports settings" >}}
For more information, refer to [Reports settings]({{< relref "../enterprise/reporting/#reports-settings" >}}). For more information, refer to [Report settings]({{< relref "../share-dashboards-panels/#report-settings" >}}).
## Upgrading ## Upgrading

@ -217,7 +217,7 @@ Also, a counter for audit log writing actions with status (success / failure) an
You can now select a font, other than the default, for Unicode-based scripts. As a result, an automatically generated PDF of a dashboard, which contains for example Chinese or Cyrillic text, can display them. Because the size of a report increases as additional fonts are added, this feature is not on by default. You can now select a font, other than the default, for Unicode-based scripts. As a result, an automatically generated PDF of a dashboard, which contains for example Chinese or Cyrillic text, can display them. Because the size of a report increases as additional fonts are added, this feature is not on by default.
[Reporting]({{< relref "../enterprise/reporting/#rendering-configuration" >}}) was updated as a result of this change. [Reporting]({{< relref "../share-dashboards-panels/#rendering-configuration" >}}) was updated as a result of this change.
### Request security ### Request security

@ -131,7 +131,7 @@ If you have created dashboards with template variables, then you can choose whic
Enable this feature in configuration settings using the `templateVariables` flag. Enable this feature in configuration settings using the `templateVariables` flag.
For more information, refer to [Reporting]({{< relref "../enterprise/reporting/#choose-template-variables" >}}). For more information, refer to [Reporting]({{< relref "../share-dashboards-panels/#choose-template-variables" >}}).
### Active user limits ### Active user limits

@ -312,7 +312,7 @@ When creating a report, you can now choose to export Table panels as .csv files
You can also link back to the dashboard directly from the email, for users who want to see the data live in Grafana. This release also includes some improvements to the Reports list view. You can also link back to the dashboard directly from the email, for users who want to see the data live in Grafana. This release also includes some improvements to the Reports list view.
For more information, refer to [Reporting docs]({{< relref "../enterprise/reporting/" >}}). For more information, refer to [Reporting docs]({{< relref "../share-dashboards-panels/#reporting" >}}).
### License restrictions clarification in the docs ### License restrictions clarification in the docs

@ -150,7 +150,7 @@ Fine grained access control allows you to customize roles and permissions in Gra
### New and improved reporting scheduler ### New and improved reporting scheduler
We’ve enhanced the scheduler for Reports to be more flexible, so you can send reports at just the right time. When scheduling a report, you can now choose to send a report at custom intervals such as every 4 hours or every 2 weeks. You can also send a report for a limited time period by providing a start and end date, or send a report only on weekdays or on the last day of each month. This change accompanies some other recent improvements to Reporting, like the ability to choose template variables for reports and an improved UX for authoring reports. To learn more, refer to the [reporting]({{< relref "../enterprise/reporting/" >}}) documentation. We’ve enhanced the scheduler for Reports to be more flexible, so you can send reports at just the right time. When scheduling a report, you can now choose to send a report at custom intervals such as every 4 hours or every 2 weeks. You can also send a report for a limited time period by providing a start and end date, or send a report only on weekdays or on the last day of each month. This change accompanies some other recent improvements to Reporting, like the ability to choose template variables for reports and an improved UX for authoring reports. To learn more, refer to the [reporting]({{< relref "../share-dashboards-panels/#reporting" >}}) documentation.
### Encrypt data in the query cache ### Encrypt data in the query cache

@ -175,7 +175,7 @@ Reporting is better in a few specific ways in Grafana version 9.1:
For example, you can share last month's numbers as compared to the numbers for this month. For example, you can share last month's numbers as compared to the numbers for this month.
The dashboard uses the same template variables if you attach the dashboard to a report twice. The dashboard uses the same template variables if you attach the dashboard to a report twice.
To learn more about reporting, see the [documentation]({{< relref "../enterprise/reporting/" >}}). To learn more about reporting, see the [documentation]({{< relref "../share-dashboards-panels/#reporting" >}}).
{{< figure src="/static/img/docs/enterprise/reporting-draft-9-1.png" max-width="750px" caption="Saving a report as a draft" >}} {{< figure src="/static/img/docs/enterprise/reporting-draft-9-1.png" max-width="750px" caption="Saving a report as a draft" >}}

Loading…
Cancel
Save