You can generate a link or automate the report by clicking on the three dots on the report card without opening it. Follow the steps bellow to find out how
How to easily share a report
Hover on a report and click on the 3 dots, then select "Share report"
Enable any of the "Advanced Options" that you need, and click on "Copy quick link"
How to easily automate your report
Just like with sharing the report, click on the 3 dots next to the report, and click on "Automate"
Note: the report needs to be set to one of the pre-set calendar options or to one of the custom rolling date ranges to be able to be automated through the report list view
Select the settings that you are looking for. You can find more information about these settings here. Click on "Continue", add your recipients and automate your report.
That's it! Once you have completed the steps, your report will have been successfully shared or automated.





