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How to Easily Share & Automate Reports in Home Screen or Folders

Quick tutorial on how to share or automate the reports while being in the Report or in the Space view.

Updated over 2 weeks ago

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.

In a grid view, you can find the three dots here:

That's it! Once you have completed the steps, your report will have been successfully shared or automated.

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