Embedding Reports and Dashboards into External Systems

From your dashboard, click Export, then Embed Dashboard (you need a designer account). In the window that opens, choose the system you want to embed the dashboard into. From your report, click on Export, then Embed. From this window, you can customize the embedding options and copy the resulting HTML code to add the report or dashboard as an IFrame for use on your website.

Usage: Embeds do not work in a browser signed in to Easy Insight. Sign out, use a private window, or use a different browser (for example, Safari if you normally use Chrome).

Choose the width and height, then copy the code the window gives you. It looks like this:

<iframe width="500" height="500" src="https://embed.easy-insight.com/a/dashboard/YOUR_DASHBOARD_KEY/embed"></iframe>

Paste it into a page on your website or application. YOUR_DASHBOARD_KEY stands for the dashboard's own key, which Easy Insight fills in for you.

Many customers open a dashboard with its filters already set and embed that. You can pre-populate filters with a URL like this:

https://www.easy-insight.com/app/dashboardParam?dashboardID=YOUR_DASHBOARD_KEY&<filter_name>=<your value>

To pass a value into a filter, give the filter an internal name: edit the filter and fill in its internal name. Then open the dashboard, click Export, then Parameter to Dashboard (you need a designer account). The window lists each filter with its internal name, and ticking the checkbox next to a filter adds it to the URL. Set the value you want for each ticked filter. Distribute Dashboard and Parameter to Dashboard are not shown for dashboards saved as Publicly Visible, because anyone can already open those.

To view dashboards without logging in, click Configuration, then Dashboard Properties, turn on Publicly Visible, Save Properties, Save the dashboard. Please note, anyone who can open the page that contains the embedded dashboard can see it, so use this only for data you are comfortable showing to the public.

Easy Insight Account Admins can distribute keys that enable viewers to access their dashboards, with their permissions intact, without logging in. For example, a sales rep's link shows only that rep's numbers.

To enable this setting, from the Dashboard Editor, click Configuration, then Dashboard Properties, turn on Publicly Visible with Key, Save Properties, Save the dashboard.

Each viewer has one distributed key. Their key works across the account, for all dashboards enabled for Publicly Visible with Key. The syntax is:

https://www.easy-insight.com/a/user/<user_distrib_key>/dashboard/<dashboard_url_key>/embed

For a step-by-step walkthrough of key distribution, see Dashboard Distribution. For help embedding links into your application or obtaining distribution keys, contact support@easy-insight.com.