In this article, you will learn how to effectively utilize the Share Reports feature in the online reporting system.
Overview
The Share Reports feature enables the report administrator to securely share reports with others using a unique link.
Click on the Share Reports tab, then click Send Email.
Click on the Contacts for this Order drop-down to see contacts from previous orders. If the contact you would like to grant access to is not on the list, or no names are listed, click the New Contact button.
Add the new contact’s first name, last name, email address and click Save.
The contact will be added to the message recipients box. Click Next.
Click the All Reports radio button and click Next.
When you click Next, the email is immediately sent to the contact containing a link to the allowed reports.
Click Manage Contacts to view/edit/delete report access. Here you can view contacts previously emailed. Click the pencil/pad icon to edit access or the red X to delete access. Other available options are: Delete All Contacts, Revoke All Report Access, add New Contact, and Upload List of contacts.
Click on the gray link icon and a pop-up window will appear allowing you to copy and paste the report viewing link for that contact. You can copy the link (ctrl+c) and paste (ctrl+v) to send it directly.
