Insights Reports

Sharing an Insights Report

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intelligentVIEW Insights Reports are built to share. The system is set up for you to share reports using a URL.

You can Save and Share your report by clicking on “Save and Share” under the Save Menu. You then see the below popup where you can specify the number of views for the Profile Report, and enter a Share description.

Then click Create, the link will then appear in the pop-up window that you can copy and then share with internal and external contacts. (i.e.:  your team or agency) 

Alternatively, you can also share a report from inside intelligentVIEW.

  • To share a report you have previously run, go to the Report page and Click on the title of the report that you want to share.
  • Then click on the Share Full Report button where you must specify a number of views and a share description
  • Then click on the Create button, and the link appears that you can copy and share with internal and external contacts

TIP: If the report is going to be shared among a larger group or posted on a dashboard, it is a good idea to set the max number of views to 1000. You can always remove access to the link at any time or generate additional links.