Sharing Reports Securely
intelligentVIEW is built to share. The system is set up for you to securely share reports using a secure URL or link.
- 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.
- To share a report as you are creating it, in the pop-up window select Share Full Report
- You specify the number of views that a report will have before the URL expires.
Click Create, the link will then appear in the pop-up window that you can copy and share the link with internal and external contacts. (i.e.: your team or agency)
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.