📤 Sharing a report with colleagues, clients and others

🧾 1. Automatic report by Email

From the Reports menu, you can set up automatic report to one or multiple email addresses.

🔹 Steps to follow:

• Go to Reports

• Generate a report and click on "Save the filters and set up an automatic report"

• Set:

  • Report title

  • Delivery frequency: daily, weekly or monthly

  • Recipients: add as many email addresses as you want 

• Click Save.
  

✅ The report will be sent as a link to the dashboard related to the settings and delivery frequency.

🔗 2. Sharing a report by export

If you don't want to schedule regular delivery, you can manually export a report.

🔹 Method:

• Access your report in Reports

• Generate a report and apply filters (view, locations, events, etc.)

• Click “Export” in the upper left corner.

• Send the generated file by email using your regular email client.
  

💡 Ideal for a one-time send or a client meeting.

👁️ 3. Providing direct access via a “Reader” account

If the person you wish to share data with needs regular access, you can create a “Reader” user account for them.

🔹 Advantages:

• Read-only access (no modifications allowed).

• Access restricted to the relevant locations or projects.

• Real-time data reading directly from the portal.

🔹 How to Create:

• Go to Users & Teams

• Click “Add a User”.

• Choose the “Reader” status.

• Define the accessible locations/projects.

• Enter the email address and send the invitation
  

🧠 In Summary