How To Share Reports

1. Navigate To Reports

Before you can start creating your user report, you will need to Navigate to reports

2. Edit

To start sharing your reports, you will have to go to the 'edit' table. To do this, click on the 'edit' button within the custom reports for the report you would like to assign users to.

In the example below, we will be editing the 'Product Management Report'.

Screenshot of edit report button

3. Setting Date & Time

Once you have saved a report, it will end up in the 'custom reports' table. You are able to 'edit' the report which will allow you to assign users to view the report and you will be able to set up automatic emails of the reports.

Once you have made the changes, click 'update'.

In the example below, we have set the reports to be sent out on weekly on a Monday at 9am.

Screenshot of the edit report section

4. Add User

Once you have set the day/time of when you want the custom reports to be sent out, you can then add the users you would like to receive the reports.

To do this, click on the 'Add' button that can be found in the right hand corner of the 'choose who has access to this report' table.

Note

Standard users are unable to have access to the reports. As a minimum, the user has to have account type 'Reports (Assigned only)'. For more information on user roles, take a look at our Adding Users Individually guide.

Screenshot of the add button

5. Update

Once all the users that need access to that report have been added and the schedule has been set, click 'update'.

If you do not press update, then the changes you have made will not be saved.

Screenshot of the update button