Share a published report

If you need to send out your report quickly, you can share a published PDF or DOCX report via a link.

The link will NOT be password protected. Anyone with the link will be able to access the document.

The link expires after 7 days.

  1. Publish a report as either a PDF or DOCX.

  2. Click Publish at the top of the report screen and select Versions from the drop-down menu.

  3. Click the downward arrow to the right of the report you want to share.

  4. Select Share with URL from the drop-down menu.

  5. You can type a message that will appear to users who click your link. If you type a message, click Update.

  6. Copy the URL.

  7. Users will see a screen similar to this when they visit the URL:

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