Sharing Reports

After creating your report templates and running your reports, you can share reports with other users. You can send a report or an active link to a report.

To share a report:

1. From the Home page and the Reports tab, fine the report you want to share.

2. Adjust any columns, apply filters, add sums, and then click Share.

3. In the Add User field, add the user name to whom you want to send the report and press Enter to add the user to the Forward To field.

4. To remove a name, highlight the name in the Forward List field and click Remove.

5. If you want to apply a filter when you export, in the Filter field select a filter to apply.

For example, if you build a report for a specific salesperson or a particular branch, select that filter. The user receives a copy of the report with only the filtered data.

6. To send a filtered report:

• Click New.

• Select the Filter.

• Add the appropriate user to the new Forward To: field.

• ClickSave.

7. Repeat Step 6 for all reports for which you need to send a filtered report. The users receiving the reports can only view the filtered report.

8. Select Disable Export if you do not want the user to be able to print or export the report. When you select this option, the user cannot access the PDF, Excel, or CSV options.

9. Click Save.

The next time the report runs, the systems sends the reports to the users.

See Also:

Creating Shortcuts to Reports Using Excel

Exporting Report Data to Another Format

Editing Report Templates