Sharing
Reports can be shared with your team or with clients.
Even if a reports is shared with users or clients, they will only see data to which they have view access. This means that two people viewing the same report can see different data.
Sharing with users
Sharing with users is determined by the Visible to Users section in the Sharing tab on the add/edit report screen.
- To keep a report private, do not share it with anyone.
- To share it with everyone in your company, choose -All-
- To share it with specified workspaces, select those workspaces.
- To share it with specific job roles, select those job roles.
Adding reports to user's main menu
Administrators can, for convenience, make reports part of the main menu. To do this, edit the report and choose the main menu item from the Menu Shortcut field.
Sharing with clients
Sharing with clients is determined by the Visible to Clients section in the Sharing tab on the add/edit report screen.
- To keep a report hidden from clients, do not share it with anyone.
- To share it with specified clients, select those clients.
- To share it with all clients, choose -All-