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Your Platform.
Your Brand.

Configure our platform to be your platform from the login screen all the way to the dashboards. If you already have your own platform, just embed the dashboards and reports in it - instant reporting module.

Make it your platform

This data platform is for you, not for us. So make it yours by changing its look and feel, its login page, the domain and emails.

It increases adoption within your company, it adds value to your partners, customers and team members, and it showcases your company's unique brand.
  • Brand the login and home screen experience
  • Remove ClicData from everywhere
  • Use your own company domain URL
  • Use your email address for publications
  • Customize Live Links toolbars

Make it part of your solution

You have a great SaaS application. Add a full reporting and analytics module in a few days instead of momnths. Build and design dashboards in ClicData and make them alive through your application.  Quick customizations without having to redeploy and endless customizations.  
  • SSO integration with your IdP(s)
  • Use IFRAME integration (DIV Coming Soon)
  • Direct passing of parameters
  • Full API control in the backend
  • Start and monitor data refreshes

Ready to use Dashboard Templates

Take some inspiration from our collection of 100+ dashboard and report templates or use them right away simply by rebinding your own data.
See all dashboard examples

Embed your dashboard in a few steps

Follow these steps to embed a dashboard in your web app, portal or web site. If you need to integrate security by user or by parameterization check out our help center

1

Publish Dashboards

Go to the dashboard properties, enable the Live Link and set the size and other properties as required.

There are other options such as Web Tracking, Toolbars and Meta Tags that you can use to add more capabilities to the Dashboard.

2

Set Security

Most of the times you do not want your dashboards to be set to Public or even just safe guardeed with a Password unless these are for public access or containing non-sensitive data.

For private access you can use (from most secure to less); SSO, Session Token, Live Link Session and User Credentials.

Consider generating a link dynamically using our API once the user logins to your application and show only relevant dashboards that the user has access to.
Read more about Live Link Security

3

Insert Embed Code

On your application, website or portal, insert the iframe code copied above in the area where your dashboard is to appear. Typically something along these lines:
<iframe
src="https://app.clicdata.com/dashboard/view/YOUR_LINK_ID"
width="100%"
height="600"
frameborder="0">
</iframe>
You can use our API to change the menus and dynamically display different dashboards based on user security or other parameters.

4

That's it!

Yeah right!  Nope... now you need to test your portal and web site for all devices and browsers to make sure everything works well. But if you use modern HTML you should be fine.

You can do more complex integrations using Live Link Sessions and using our API so that dashboards can dynamically change based on the user currently logged in your application.

Questions?

Maybe the answer is here and if not then simply reach out to us.

Is White Label included in all plans?

No. White Label is a feature that removes all mentions of ClicData, allows you to customize the login page, the menu header and more including changing the domain and the email, making the application appear that it is 100% yours. It is a paid option on all plans.

Are there restrictions to what I can do with White Label?

Yes. You can use White Label as long as it is not for reselling and directly competing with ClicData in any geography. Other than that you can use it for your customers, teams and partners in any way you wish.

Can I embed dashboards, reports and binders in any application?

Yes as long as the application, web site or portal can embed an IFRAME or an external URL.  

Are there any additional costs for embedding dashboards, reports or binders?

No. ClicData does not impose limits on the number of dashboards and the number of users or user sessions. However please note that if you want to secure the access to dashboards you may need additional user licenses to ensure the data is filtered for the user accessing the specific dashboard. Please reach out to us if you have any questions. 

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