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Share Reports Features

General

Share Reports Features

Last updated on 23 Oct, 2025

You can easily share any report that you want. Here are the steps to follow:

  • Click on Reports tab

  • Select any report you'd like to share

  • Complete the parameters as needed

  • Click on the drop-down arrow next to Run Report

  • Click on Save this Report

  • In the Title field, key in your title

  • Check the box next to Share this report with all team members? 

    • Caveat: if your report allows for multiple Sales Rep selections then Sales Reps will not be able to see other Sales Reps selected.

  • Click Save

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