Sharing a Report: for Brightflag Customers (Clients)

If you have built a report that your colleagues may find useful, you can share your report with them within Brightflag. If you would rather not make the report public to all of your colleagues, you can share it with individuals in your company.

 

To share a report:

  1. Navigate to Menu > Reports > Report Builder 

  2. Load the report you would like to share by clicking Load Report in the top right corner.

  3. Next, click on Share a Report.

  4. You will be presented with an option to share a report with your fellow Brightflag users. Select all of your colleagues that are relevant and click Apply Changes.

The colleagues you have shared the report with will be able to access a read-only copy of the report. They can create their own version of the report by making changes and saving the report under a new name.

Sharing a report or making a report public only allows your colleagues to see the report name, parameters, and filters. The data that populates in the report will vary depending on their access level.

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