Sharing Reports

Share custom reports with your teammates so everyone can quickly access the data they need.

Sharing Reports

Creating a New Shared Report

When creating a new report, it can be shared with the rest of the team by clicking the Shared With drop-down menu and selecting Team. This report will show up in the Reports page for everyone else on the team.

Sharing an Existing Report

A private report can be changed to a shared report using the following steps:

1. Navigate to the Reports page 
2. Select the on the right side of the Reports page. 
3. Select the Edit option
4. In the Shared With section change the selection from Private to me to Team
5. Click the Update button

Exporting a Report to Share Outside of Join

To export a report to a spreadsheet or PDF, follow these steps:

1. Navigate to the Reports page
2. Click the applicable export    or   button to the right of the report you want to share which will download the report to either a spreadsheet or PDF.