Comprehensive Guide to Sharing Piwik Pro Dashboards and Reports

To share a Piwik Pro dashboard with colleagues, you can use several methods:

1. Copy and Share the Report URL: Navigate to the dashboard, copy the browser URL, and share it. The recipient will need to log in to view the dashboard.

2. Utilising the Report’s Share Feature: Click the 'Share' button on the dashboard, copy the link provided, and send it to your colleague. Ensure the dashboard's visibility is set to 'All Users' and the recipient has the necessary access permissions.

3. Scheduled Reports: Set up a scheduled report to automatically send the dashboard in PDF or CSV format to your colleagues' email addresses. They must have at least view permissions for CSV reports.

4. Public Share Option: If the recipient doesn't have access to the Piwik Pro project, use the 'Share to Public' option for Piwik reports. This makes the report publicly accessible via a link that is valid for 90 days.

5. Exporting & Downloading: Download the dashboard as a PDF or image and share the file directly.

6. Using Looker Studio: Connect Piwik Pro data to Looker Studio, create a dashboard, and share it with your colleagues.

7. Reporting API Calls: Use the API call definition to export data for sharing with colleagues who need access to the data internally.

To share Piwik Pro custom reports, you can use the following methods:

1. Copy and Share the Report URL: Copy the URL from the browser while viewing the custom report and share it with the intended recipients.

2. Utilising the Report’s Share Feature: Click on the 'Share' button within the custom report, copy the link from the 'Only Users' tab, and send it to the necessary recipient. Make sure the report's visibility settings allow all collaborators to view it.

3. Scheduled Reports: Create a scheduled report in PDF or CSV format (except for dashboards, funnel reports, user flow reports, and attribution reports in CSV) and have it emailed to colleagues or clients.

4. Public Share Option: For reports that need to be accessed by someone outside the Piwik Pro project, use the 'Share to Public' option, which provides a publicly accessible link for 90 days.

5. Exporting & Downloading: Export the custom report in various formats like PDF, Image, CSV, etc., and share the files directly.

6. Using Looker Studio: Integrate Piwik Pro data into Looker Studio to create custom dashboards and share them with stakeholders.

7. Reporting API Calls: Export data through API calls to share with clients or internal stakeholders who need access to the data.

To schedule a Piwik Pro report for automatic delivery, follow these steps:

1. Access the feature through the 'Settings' tab under 'Personal Tools' or by clicking the three-dot icon next to the 'Export' button on the report or dashboard.

2. Choose to create a new scheduled report and select the format (PDF or CSV, with CSV not available for dashboards, funnel reports, user flow reports, and attribution reports).

3. Name your report and add any message for the email.

4. Configure the schedule settings:

   • Expiration Date: Set when the report will stop being sent.
   • Frequency: Choose from quarterly, monthly, weekly, or daily.
   • Period: Adjust according to frequency.
   • Day of Delivery: Select a specific day for delivery.

5. In 'Source Selection', choose a report or dashboard to include.

6. Add email addresses of recipients in the 'Recipients' section. For CSV reports, recipients must have a Piwik PRO account with at least view permissions.

7. Save the settings and optionally send a test report.

Note that the scheduled report will include data up to the current period, and you can manage the report settings or create duplicates for future use.

To export Piwik Pro analytics data for use with other Business Intelligence (BI) tools, you can:

1. Export as PDF or Image: Navigate to your report or dashboard, click the three-dotted icon, and select 'Save as PDF' or download as an image in PNG or JPG format.

2. Export in Other Formats: Click the 'Export' button on the report, choose from CSV, XML, JSON, or JSON (Key-Value) formats, configure your export options, and download the file.

3. Using Looker Studio: Connect your Piwik Pro data to Looker Studio, blend it with other data sources, and create custom dashboards that can be shared.

4. Reporting API Calls: Use the 'View API call definition' option for table charts within reports to export data through API calls. This method is suitable for sharing with clients or stakeholders who need internal access to the data.

Remember, the recipient doesn't need access to your Piwik Pro project to view the exported data, which makes it convenient for sharing insights with those who use different BI tools.