Overview

Users can share a saved view with others. In the interface, you will need to type the email IDs of users with whom you would like to share a saved view and this will send an email to users. The recipients can click the link on the email, and type the OTP to acces the shared view.

Share a View

To share a view:

1. Click the custom view name.

2. On the Report Views screen, select a view.

3. Click the three horizontal dots, and then click Share View. The Share View dialog box appears.

   

4. In the Share View dialog box, type the email ID(s) of users with whom the view needs to be shared and then click Share.

   

After clicking Share, the platform will send an email to the listed users with a link they can use to access the report.