How to share a report with your team or externally
Once you have created your report, you can share it with someone within your organisation, or externally. In the report dashboard, click the share icon:
To share with a user from your organisation:
- Select a user from the drop down menu
- Add a message in the text box (optional)
- Click 'Share report'
If you wish to share a report with a user from your organisation who currently does not have a login to the platform, or if you wish to share a report externally:
- Click 'New lite user'
- Enter their email address in the text box
- Add a message in the text box (optional)
- Click 'Share report'