How to Share Custom Reports

Sharing reports in Elvanto allows you to easily collaborate with others by granting access to generated reports or scheduling and emailing them. This guide will explain the steps to share reports and the various sharing settings available.

Steps to Share Reports

From a Generated Report:

  1. Click on the ‘Share’ button located at the top right when viewing the report.

From the View Reports Page:

  1. Click on the ‘Sharing’ link underneath the report that you would like to share.

Sharing Settings:

  1. After clicking the button to share the report, you will be given multiple share options.
  2. If you keep the report private, enter the names of users you would like to grant access to the report.
  3. You can limit those people to just viewing and exporting the report by selecting the appropriate setting.

Sharing Reports by Scheduling & Emailing a Report:

  1. If you choose to schedule and email the report to people, they will have access to the report even if the report has been made private and they have not been given access through the Sharing Settings.

By following these steps, you can efficiently share reports in Elvanto, ensuring that the right people have access to the information they need.