Shared reports
You can share reports with other people by simply sending them a link.
Step 1
Click on ‘Shared Reports’ on the ‘Reports’ tab. Here you can see the list of previously shared reports and create new ones by clicking on the ‘+Share a new report’ button.
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Step 2
Choose the report type and view. Here you can also add a brief description for your report. The description will not be used as the report name or be visible to the people you are sharing the report with. This is sort of like a note to self.
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Step 3
Choose users or teams to include in your report.
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Step 4
Select report mode:
Live report lets you share a report that will show data starting from the date you select, and will be updated daily.
Fixed-dates report will only display data for the dates you specify.
Note: when you choose to share a Weekly report, you may only select whole weeks and the report will show data for each full week included.
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Step 5
Once all of the options are selected, click the SAVE button.
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Step 6
You will get a link to your report and will be able to share it with others.
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Step 7
The list of all of the reports you create will appear on the main page. You will be able to manage your reports individually or in bulk.
To manage several reports at a time, select them by checking the boxes at the beginning of each report’s line. This way you can pause multiple or all reports at once (which will make them unavailable), or delete batches or all reports from the list.
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Step 8
To edit a report, click the three dots at the end of the report’s line and choose Edit from the menu that appears.
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Step 9
You may sort the list using different parameters or select specific reports to view.
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