Share a Report
Procedure
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Step 1 |
In the left navigation menu, select either Campuses, Buildings, or Floors. |
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Step 2 |
Use Search field or browse to the specific location and select it from the list. |
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Step 3 |
To share the selected view, click Share this view.
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Step 4 |
(Optional) To share information for all nested locations, check Allow access to all nested locations. |
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Step 5 |
In the Email field, enter the recipient's email address. |
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Step 6 |
Optional) Enter a message in the Add message field. |
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Step 7 |
Review the report preview to confirm the shared information. |
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Step 8 |
Click Share to send the report. A confirmation message appears when the report is successfully sent. |
What to do next
When the recipient opens the shared link, depending on the access level and the report state, the recipient should:-
Sign in through the dashboard login flow.
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Verify access through an email PIN.
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Reset or change a PIN.
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Request access from the report owner.
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