Overview

Looker Studio allows you to turn your data into informative, easy to read, easy to share, and fully customizable dashboards and reports. Copilot makes it simple to embed your dashboards directly within the portal by following the instructions below.

App Setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Click Add under Google Data Studio. Note: We have not made the name change in the product as of September 2023, but in the future you will find this under Looker Studio.

3. Set a title and icon that represents the app.

4. We recommend setting this up as a manual app so that you can embed different data for each client. If you want this app to be visible to all clients, set this as an automatic app.

5. Next, click Add. You will be taken to to the app's page, where you can set the embed for each client, group, or company.

6. Click Add to add your first embed or link. Select the client(s) or company to share the app with.

7. Select Show as embed so that the client isn't directed outside of the portal.

8. Go to your Looker Studio home page and select a document that you want to share.

9. Click Edit, then click the main Share button in the top-right corner.

10. Set the link setting to Public (anyone with the link can view).

11. Then, click the drop-down arrow to the right of the Share button in the top right corner.

12. Enable embedding.

13. Copy the embed code or copy the embed URL, either will work.

14. Go back to the app page in Copilot, paste the copied link or code into the content box, and click Save.