A dashboard tour for stakeholders

You understand the dashboard, now your manager or client needs to. This article covers the two sharing tools, public dashboards and scheduled reports, and when to use each.

• Key takeaways
• Public dashboards are read-only, panel-selectable, and revocable by regenerating the token.
• Scheduled reports need no BobRay login, any inbox can receive them.
• Agencies typically send the report and embed the public link in its footer.

Public dashboards (Growth and Scale)

A public dashboard is a read-only, login-free view of a site at a link like bobray.com/p/<token>. You choose which panels are visible; visitors to the link can change date ranges but nothing else.

• Enable it under Site → Sharing → Public dashboard.
• Regenerate the token any time to revoke old links instantly.
• Public views never expose settings, goals configuration, or account data.

Scheduled email reports

Weekly or monthly summaries land in any inbox you add, teammates or clients, with the headline metrics, top pages, top sources, and goal completions. Configure them under Site → Reports. Recipients do not need a BobRay login.

Which to use

• Client wants to poke around: public dashboard.
• Executive wants a Monday number: scheduled report.
• Agency doing both: most send the report and include the public link in its footer, that combination is why the Client Report Bundle exists.

Common pitfalls

The mistakes we see most often on this topic, so you can skip them entirely.

• Sharing the internal dashboard URL instead of the /p/ public link, teammates hit a login wall.
• Forgetting that regenerating the token instantly kills every old link you've sent.
• Emailing screenshots weekly when a scheduled report would do it automatically.

Quick reference