Navigate to your Report section in your Menu and select Report builder:
- Locate the saved reports using different filters Report Type or Created By and then click on Search.
- Next, click on Three Horizontal Dots on the right side of the report and click on Run.
- You can change the Report Period, Currency, and Output (Send by Email for Sharing a report).
- Next, you can add an individual user or multiple users by entering their email addresses and hitting Enter (on the keyboard). By default, your email address will be pre-populated by default.
- 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.