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Share & Automate

Embedding

Share a dashboard with people who don't have an InsightBase account — in an iframe, or inside your own product via the JS SDK.

Embed tokens

Every embed is backed by a token scoped to exactly one dashboard, created from the dashboard view under Embed. A token can:

  • Carry an optional expiry (in days) — an expired token stops working immediately.
  • Pin filter values (e.g. always show the last 7 days), overriding whatever the viewer might otherwise set.
  • Be revoked at any time — revocation takes effect immediately, no caching delay.
Careful:A token only grants read access to the one dashboard it was created for. It cannot be used to reach any other dashboard, datasource, or API endpoint in your organization.

iFrame embed

The simplest option — copy the iframe URL for a token and drop it anywhere that accepts HTML:

HTML
<iframe
  src="https://app.insightbase.io/embed/{token}"
  style="width:100%; height:600px; border:none; border-radius:8px;"
  allow="fullscreen"
></iframe>

JS SDK

For more control — filters, theming, reacting to filter changes — use the JS SDK:

HTML
<div id="dashboard"></div>
<script src="https://app.insightbase.io/sdk/insightbase.js"></script>
<script>
  InsightBase.render('#dashboard', {
    token: '{token}',
    theme: 'dark',
    filters: { date_from: '2026-06-01', date_to: '2026-06-30' },
    onFilterChange: (filters) => console.log('viewer changed filters:', filters),
  });
</script>

The SDK mounts an iframe for you and listens for filter-change events posted from inside the embedded dashboard, so your page can react to what the viewer does.

Managing tokens

The dashboard’s Embed panel lists every active token with its creation date and expiry, and lets you revoke any of them. There’s no limit on how many tokens a dashboard can have — create separate tokens per customer or integration so you can revoke one without affecting the others.