Sharing and scheduling reports

Sharing reports

  1. From the Home screen, click the Reports tab.
  2. Under Your Reports on the right, click on the report you want to share.
  3. Click More, then click Share with Brand Users.
  4. Check the boxes next to each user you'd like to share your report with. Click Share.

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Scheduling reports

  1. From the Home screen, click the Reports tab.
  2. Under Your Reports on the right, click the report you want to share.
  3. Click More, then select Schedule.
  4. You'll see a pop-up window. Enter the members to share the report with, the email message to send, how often it should be sent, and the type of file you'd like your report sent as. Click Schedule.

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