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How to Share a Report
How to Share a Report
Jebin Joice avatar
Written by Jebin Joice
Updated over 9 months ago

To share a Report, follow these steps:

Step 1: Navigate to the side navigation bar and choose "Reports."

Step 2: Access the reports drop-down and select "Reports." Within the displayed screen, seamlessly switch between navigation tabs such as "Tickets, projects, tasks."

Step 3: Open the specific report you want to share. Choose the customer for whom you want to view reports.

Step 4: In the upper-right corner of the opened report view, locate the share icon and click on it.

Step 5: In the opened screen, the customer's name will be displayed by default. Enter the email address to which you want to send the report.

Step 6: From the drop-down in the mailbox, select the file type. Options include: PDF, CSV, XLSX.

Step 7: Finally, click on "send" to dispatch the report.

Congratulations! You have successfully shared a report with the intended recipient.

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