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What are the options for sharing reports?

Lily Share avatar
Written by Lily Share
Updated over 3 weeks ago

By default, reports are only visible to the owner. If you would like to share your report there are two options:

Share to other users or groups

You can share your report with other users or groups from your report centre, or from the report itself.

To generate a share from your report centre, select the three dots on the right of the report you would like to share and select 'Share...'

Alternatively, you can share your report from the report itself by selecting the share icon at the top right of the report header.

This will open the Share report window, where you can enter the person or group you want to share the report with and choose whether to give view-only or edit access. You will also be able to see who already has access to the report and their level of access (view or edit).

Generate a share link

If you need to share your report with someone who doesn't have a Xapien account, or you need to include a link, you can generate a secure share link.

To generate a share link select the 'Generate secure link' button at the bottom of the Share report window, and copy the link to your clipboard.

Please note: reports shared via share link are always view only access. If you need to provide access to edit a report, it needs to be shared within your organisation Xapien account.

You can also set up auto-share preferences for automatic sharing within your groups

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