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Quick Share creates a link for ad-hoc collaboration around a dashboard or dashboard widget. Use it when someone needs to see the exact cost context behind a discussion without building the dashboard in their own workspace.
Quick Share panel for sharing Costory cost context with a link

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When to use Quick Share

Use Quick Share for short-lived collaboration:
  • Send a dashboard widget to a teammate during a cost investigation
  • Add cost context to a Slack or Microsoft Teams thread
  • Link the cost impact of a change in a pull request
  • Hand off a dashboard view to an on-call engineer during incident triage
  • Share a budget or migration review snapshot with stakeholders who do not need recurring delivery
For recurring delivery, use Cost Reports. For ongoing monitoring, keep the view on a dashboard.

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Share dashboard context

1

Open the dashboard

Navigate to the dashboard or widget you want to share.
2

Review the context

Confirm the dashboard filters, widget filters, date range, comparison period, and event context are safe to share.
3

Generate the link

Click Quick Share or use the sharing action from the widget menu.
4

Send the link

Paste the link in Slack, Microsoft Teams, a pull request, an incident thread, or email.
Generating a Quick Share link for Costory cost context
The shared link is read-only. Recipients can review the cost context without changing the original dashboard or widget.

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Quick Share compared with other sharing options

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Security and privacy

Quick Share links are publicly accessible URLs. Anyone with the link can view the shared cost context without logging in to Costory.
Review the dashboard or widget before sharing. Viewers see the cost data according to your permissions at the time you create the link.
  • Shared links expire after 90 days.
  • Recipients cannot modify the original dashboard or widget.
  • Treat shared links like public document links.

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Frequently asked questions

No. Quick Share is read-only for recipients and does not modify the original dashboard or widget.

Dashboards

Build the dashboard or widget you want to share.

Create and organize dashboards

Create dashboards from Explorer or an empty canvas.

Cost Reports

Schedule recurring cost snapshots to Slack, Teams, or email.

Digest

Share automated cost-change analysis.
Last modified on June 24, 2026