Sharing to Slack

Owners can connect their Hashboard project to any Slack workspace. This lets users in your project share saved explorations and dashboards directly to Slack channels with added notes and context. You can also schedule automated reports to keep your team up to date with important metrics.

Connect the integration

1. Go to Integrations (opens in a new tab) section in the Settings page.
2. Under the Slack subsection, click Add to Slack.
3. Click Allow on the next page to authorize the Hashboard app for Slack to access your Slack workspace.
4. Click Return to Settings on the next page to return to Hashboard.

Sharing to Slack

Once someone in your Hashboard project has connected the integration for Slack, Hashboard users with appropriate permissions can share saved explorations and dashboards to Slack. By default, this is restricted to Collaborators.

1. Open a saved exploration or dashboard in Hashboard.
2. Click the Share dropdown at the top right corner and select the Share to Slack option.
3. In the modal that opens, select the Slack channels you'd like to share to and optionally enter a comment with any context. Only public channels, and private channels to which you've specifically added the Hashboard app for Slack, will appear.
4. Click Send and your report will appear in Slack within the next minute or so.

File types

Slack reports can be sent as either images or PDF files, configured with the "File type" dropdown when sharing a resource to Slack.

Images are included inline in the Slack message, whereas PDF files are uploaded as a separate file into your Slack channel. In general, images are easier to read from the Slack desktop app, but Slack will render them at low resolution when viewed on mobile devices. You can experiment with the different file formats to see what works best for the Saved Exploration or Dashboard you are sharing.

Since it involves file uploads, PDF reports can only be shared to channels that have the @hashboard app as a member.

Interacting in Slack

When a Hashboard report is shared to Slack, it arrives with a few buttons prompting your team with next steps they can take:

1. Open in Hashboard: In a new browser tab, opens the Hashboard resource backing the report.
2. Add Schedule: In a new browser tab, opens a Hashboard modal for creating an automated schedule for the report.

Scheduling Slack reports

You can configure recurring reports to be sent to Slack on a schedule by selecting Schedule recurring report at the bottom of the Share to Slack form and then clicking Set Schedule.

On the next page, you can configure your report schedule:

1. Choose when you want the report sent:
   • Daily
   • Weekly
   • Monthly
2. Pick the time you want it sent at (all times are in Eastern Time).

What happens when reports fail

If there's a problem and data doesn't load:

• The Slack message won't be sent.
• A direct message is sent to the person who set up the report, letting them know there was a problem.

Managing scheduled Slack reports

To change or delete a scheduled report, click "More" in the the sidebar and then Scheduled reports (opens in a new tab).

From there, you can edit or delete the reports you've scheduled.

Support

Contact us at support@hashboard.com if you run into any issues.

Privacy Policy

See our Privacy Policy (opens in a new tab) for information on how Hashboard collects, manages, and stores third-party data.