Sharing a Report (New Report Builder): for Brightflag Customers (Clients)


If you have built a report that your colleagues may find useful, you can share your report with them by sending the report via email. 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. Locate the saved reports using different filters Report Type or Created By and then click on Search.

    mceclip0.png
  3. Next, click on Three Horizontal Dots on the right side of the report and click on Run.

    mceclip1.png

  4. You can make changes to the Report Period, Currency, and Output(Send by Email for Sharing a report).

    mceclip3.png


  5. Next, you can add an individual user or multiple users by entering their email address and hitting Enter (on the keyboard).

    mceclip4.png

  6. You can select from three different Output Format, Excel, CSV, or Custom, and click on Run Report.


The colleagues you have shared the report with will receive an email with a Downloadable Report. The link to Download the report will expire after 7 days. 

 

Who can I share my Report with?

You have the ability to share a report with any email address you list in the email address fields. If you wish to enable further restrictions, please contact Brightflag Customer Support.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Have more questions?
Submit a request
Share it, if you like it.