Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Go to My Area → My Reports to land on the ‘My Saved Reports’ tab

    MySaved_reports.jpg
  2. Click the name of the report that you want to Publish to open it in the report designer interface

  3. Click Run to view the results in the bottom pane

  4. Along with report results, more options become available which includes a ‘Share publicly(Publish)’ option under Share drop-down. Click Share publicly (Publish). For more information, refer to Reporting overview.

    Share publicly(Publish).jpg

    The success message displays the published link.

    Publish_SuccessMessage.jpg
  5. Once the report has been published, the published URL can be accessed via the My Area → My Reports section under the Published column.

    Reports_click to view link.jpg
  6. An access code can also be set for the published view from this page. It can also be removed by clicking the same lock icon

    Reports_Access Code.jpg

  7. When an access code is set, the users are needed to enter that code to access the published view

  8. You can remove the published link by clicking the ‘Remove Published View’ icon

    reports_remove_publishedview.jpg

  9. You can view the published report by clicking the 'Go to published view' icon. The published report is shown below

    Reports_Go to published view.jpg

...

  1. Go to My Area → My Reports to see the list of all the saved reports

  2. Click on ‘Email this report' in the report row that you wish to refresh automatically

    Reports_Email_thisreport.jpg
  3. On the subscription form, select the checkbox for sharing as highlighted below

    Reports_subscription_share.jpg
  4. To skip sending an email, do not add any recipients

Related articles