Shareable Reports for Executives and Teams
Build live, prefiltered dashboards and share secure links so executives and teams see exact innovation metrics with exports for reports.
How Do You Show Innovation Impact to Leadership Without Giving Them Full Access?
Your executives need to see innovation metrics. Your department heads need progress updates. But you don't want to give everyone admin access to the entire workspace.
Ideanote lets you build custom dashboards with charts filtered to show exactly what each stakeholder needs to see. You create these at the collection or workspace level, then share a secure link. The recipient sees live data, always current, without logging into the full platform.
Each dashboard updates in real time as ideas move through phases. When an executive opens the link next month, the data reflects the latest status. No manual updates on your end.
The system ensures people only see data they have permission to view. Even if someone accesses a shared chart, they won't see insights outside their access level.
Built for Board Presentations and Monthly Reviews
You need reports ready for leadership meetings. Download your dashboard data to Excel, export to Power BI, or simply share the live link. The charts work well in presentations, and stakeholders get the credibility of seeing source data when needed.
Most teams find they don't need external tools. Ideanote gives you shareable, access-controlled reports that prove your innovation program delivers results, not theater.
How do I create custom dashboards for different stakeholders?
You build custom dashboards in Ideanote by selecting the charts and filters you need at either the collection or workspace level. You control who sees each dashboard through role-based permissions, so executives, managers, and team members only view the metrics relevant to them.
Each dashboard pulls live data from your innovation program. When you share a link to a dashboard, the recipient sees only the data they have permission to access, even if they open a chart directly.
Can I share a single view that combines data from all my collections?
Yes, you build dashboards at the workspace level to see metrics across all your collections in one place. You filter by phase, status, or other criteria to show a consolidated view of your entire innovation program.
This gives you the master overview many teams need when reporting to leadership. You control which collections and data points appear in each workspace-level dashboard.
Can I restrict dashboard access so only executives see certain reports?
Yes, you set permissions at the dashboard level so only specific roles or individuals access each report. Executives view their own pre-filtered dashboard without needing admin access to your full innovation program.
When you share a dashboard link, recipients see only what their permissions allow. This keeps sensitive data secure while giving stakeholders the visibility they need.
Can I export analytics data for presentations or board meetings?
You export data from Ideanote to Excel for offline analysis and presentation prep. You also integrate with Power BI if your organization uses it for business intelligence reporting.
Most teams use the shareable dashboard links directly in meetings since they always show current data. You also drill down from charts to see the underlying ideas and details that support each metric.
Are the dashboards I share updated automatically or do I need to refresh them?
All dashboards in Ideanote show live data. When you share a link, the recipient always sees the current state of your innovation program without you needing to update or resend anything.
This saves time and ensures stakeholders work from the same up-to-date information. You set up the dashboard once and share the link. The data refreshes automatically as your teams add ideas, move them through phases, and complete projects.
Can I automate reports to send to stakeholders on a regular schedule?
You share dashboard links that stakeholders bookmark and check whenever they need updates. The links always show current data, so recipients get fresh metrics each time they visit.
For stakeholders who prefer scheduled updates, you send the same link in a recurring calendar invite or email. Since the data updates automatically, they see the latest metrics without you needing to generate a new report each time.
Can I filter dashboards to show only ideas in a specific phase?
Yes, you apply filters when building your dashboard to show ideas in specific phases, stages, or statuses. You set these filters once and save the dashboard, so anyone who accesses it sees only the subset of ideas you specified.
This lets you create focused reports like "all ideas currently in evaluation" or "projects launched this quarter" without recipients needing to apply filters themselves.
Smart and Easy Idea Management
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Identify top innovators and easily communicate your innovation success with a platform that makes your impact visible.
