You can share reports within your dashboard at any time, whether the report is saved or not. Sharing helps you quickly make information accessible to other admins within specific domains, ensuring smoother collaboration and clearer visibility.
Sharing an unsaved report
If you are working directly from the Employees list and have selected a user, you can open the Share option from there. This is helpful when you want to share a one‑off view without needing to save it first.
Sharing a saved report
If the report is already saved in your dashboard, select it and click on the Share icon. This allows you to share repeatable reports quickly.
Selecting the Domain
After choosing to share, a popup will appear asking you to choose a domain. Select the domain you want to share the report with and save your selection. Any admin who has access to that domain will then see the report under Shared reports in their dashboard.
Note: Any saved filters you have applied will not be carried over when you share the report. The recipient will only see users they themselves have permission to view within their access level.
Unsharing a Report
If you made a mistake or wish to remove access, select the Bin icon next to the shared report. This removes the shared version only. Your saved report remains intact.
Tips
Before sharing, double-check that you selected the correct domain.
If another admin cannot see the shared report, ensure they have the necessary domain permissions.
Limitations
Shared reports are only visible to admins with access to the selected domain.
Saved filters do not transfer to other users, as visibility is tied to each admin’s access rights.
Conclusion
You now know how to share reports efficiently within your dashboard. If you need help or experience any issues, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].