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Can I create shareable reports?

Updated over 12 months ago

You can create and manage shareable reports using the "Share Reports via Link" feature.​

Accessing the Share Reports Section

  1. Navigate to Reports: On the left sidebar, click on Reports (highlighted with a green box in the image).

  2. Share Reports via Link: Under the Reports section, select Share Reports via Link. This will open a page listing all previously shared reports with options to create new ones.

Managing Existing Shareable Reports

The page displays a list of previously shared reports, organized by:

  • Project: The name of the project the report belongs to.

  • Shareable Link: The URL that can be used to access the shared report.

  • Shared On: The date and time when the report was shared.

Available Actions for Each Shared Report:

  1. Copy Link: Click the clipboard icon next to the shareable link to copy it to your clipboard (highlighted in green).

  2. Delete Report: If you want to stop sharing a report, click the trash icon (highlighted in green) next to the corresponding report. This will remove the report link, and it will no longer be accessible to others.

Creating a Shareable Report

At the top-right corner of the page, click the purple "Create new shareable report" button (highlighted in the image above). This allows you to generate a new report link that can be shared with others.

At the top, you’ll see a dropdown menu labeled Project. Use this dropdown to select the project for which you want to create the shareable report.

Once you’ve confirmed the project selection, click the Enable sharing button (highlighted in green) at the bottom of the window to generate and activate the link.

After clicking this, the report will become shareable via the link provided. You can copy the link to share it or preview it in new tab.

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