How to Publish and Share an Insights View in INVISION

INVISION allows teams to share Insights analysis in two ways: Private Views for internal collaboration and Published Views for sharing results externally. This guide explains the difference between the two and walks through how to create and share each type. 

 Understanding Private vs. Published Insights Views 

 Private Insights Views (Internal Sharing) 

 A Private Insights View is designed for collaboration within INVISION. 

 

 

 Only accessible to users with valid INVISION access 

 

 

 Respects existing trial and Insights permissions 

 

 

 Requires users to log in to view 

 

 

 Ideal for internal review, alignment, and iteration 

 

 

 Private Views help teams reference the same analysis without recreating filters, charts, or exports. 

 

 Published Insights Views (Public Sharing) 

 

 A Published Insights View allows Insights results to be shared with non-INVISION audiences using a secure, read-only link. 

 

 

 No login required to view 

 

 

 Rendered in a fixed, read-only state 

 

 

 Can be shared externally with partners, stakeholders, or commercial teams 

 

 

 Automatically expires after 14 days 

 

 

 Can be disabled at any time 

 

 

 Published Views are intended for communicating validated results beyond the platform, without exporting data or granting access to INVISION itself. 

 Step 1: Create an Insights View 

 

 Before a View can be shared—privately or publicly—you must first create and save it. 

 

 

 Navigate to Insights for the desired trial and protocol. 

 

 

 Configure your analysis: 

 

 

 Apply filters (locations, characteristics, tags, etc.) 

 

 

 Select charts, comparisons, and map views 

 

 

 Adjust display options as needed 

 

 

 

 

 Click Save View . 

 

 

 Give the View a clear, descriptive name. 

 

 

 Once saved, the View preserves: 

 

 

 All filters and selections 

 

 

 Chart and map configuration 

 

 

 Selected characteristics and comparisons 

 

 

 This saved View becomes the basis for sharing. 

 

 Step 2: Share a View Privately (Internal) 

 

 To share a View internally: 

 

 

 Open a saved Insights View. 

 

 

 Select Share View . 

 

 

 Choose Private Sharing . 

 

 

 Share access by: 

 

 

 Copying a secure link, or 

 

 

 Inviting teammates via email 

 

 

 

 

 When opened, the recipient: 

 

 

 Must log in to INVISION 

 

 

 Will only see the View if they already have access to the client, trial, and Insights 

 

 

 Private sharing is best for internal alignment, QA, and collaboration. 

 

 Step 3: Publish a View for External Sharing 

 

 To share Insights results outside INVISION: 

 

 

 Open a saved Insights View. 

 

 

 Select Publish View . 

 

 

 Choose a Privacy Mode (explained below). 

 

 

 Publish the View to generate a public link. 

 

 

 Once published: 

 

 

 The View becomes accessible via a public URL 

 

 

 The View is read-only and cannot be modified by viewers 

 

 

 The link expires automatically after 14 days 

 

 

 

 Privacy Modes for Published Views 

 

 When publishing a View, INVISION allows you to control how identifying information is displayed. 

 Standard Mode 

 

 

 Grower names and field names are shown exactly as entered 

 

 

 Best for trusted audiences or internal stakeholders without INVISION access 

 

 

 Example: John Smith – North Field 

 

 Privacy Protected Mode 

 

 

 Grower and field names are anonymized 

 

 

 Analytical results, charts, and comparisons remain unchanged 

 

 

 Best for broader external sharing or commercial use 

 

 

 Example: Grower cfe798 – Field 15e942 

 

 Choosing the appropriate mode ensures the shared View matches the intended audience while preserving analytical integrity. 

 

 Managing Published Views 

 

 

 Expiration: Published links automatically expire after 14 days. 

 

 

 Disable Access: A published View can be disabled at any time, immediately invalidating the link. 

 

 

 Control: Once disabled or expired, the link no longer resolves. 

 

 

 This ensures teams retain full control over external visibility. 

 

 When to Use Each Sharing Option 

 Use Private Views when: 

 

 

 Collaborating internally 

 

 

 Iterating on analysis 

 

 

 Reviewing results with teammates who have INVISION access 

 

 

 Use Published Views when: 

 

 

 Sharing results with external stakeholders 

 

 

 Supporting commercial or marketing discussions 

 

 

 Communicating validated outcomes without exporting data