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Quick Start Guide - Step 4: Sharing a report
Quick Start Guide - Step 4: Sharing a report
Learn how to automate your report sharing with clients or team members
Andrew Villanueva avatar
Written by Andrew Villanueva. Updated over a week ago

Now that your Report dashboard is displaying the data you need and is customized to your liking, it's easy to share with a few simple clicks. 

Step 1: Select the Share icon (envelope) at the top right-hand corner of your dashboard.

Step 2: In the pop-up modal, you can enter the From email address, email subject, a brief message, and all recipient addresses. Select any (or all) of the 4 available report formats - LIVE VIEW, WEB VIEW, PDF, CSV.

Congrats! You have created and shared your first dashboard!

Now that you have mastered Report and can keep an eye on your KPIs, it's time to take some action using Automate. 

Step 5 → Automate your tasks

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