There are three ways to share a Xapien report:
Share directly with people or teamspaces in your organisation
Share link: a view-only link anyone can open, inside or outside your organisation
Export to PDF: a self-contained file you can send anywhere
Share and Export both live in the report sidebar, at the top left of any report or by pressing the three dots on the report card from the reports centre.
Sharing directly with people or teamspaces
Direct sharing puts the report in the recipient's own Reports list with the access level you choose. There's no link to look after, and you can see and revoke access at any time.
Open the report and select Share in the report sidebar.
In the Share tab, search for a person by name or email, or type a teamspace name.
Choose View or Edit access.
Select Share.
View or Edit?
View lets someone open and read the report and use Ask Xapien.
Edit also lets them make changes, such as confirming or discarding information and adjusting risk levels.
Recipients get an email telling them who shared the report, its subject and their access level, with a button to open it. They can turn these emails off under Settings, Notifications, Reports shared with me. See Email notifications for sharing reports.
Managing who has access
The Report access tab in the same window lists everyone who can see the report: who they are, whether they have access directly or through a teamspace, and at what level. Report owners can revoke a person or a whole teamspace from here.
Reports shared with you show a Shared badge in your Reports list. Hover over it to see when it was shared.
Who can share?
Organisation admins, teamspace admins and users with Edit access can share a report. Viewers can open reports shared with them but don't see the Share button.
Share Link
Share links are view-only and open without a Xapien account, which makes them handy for quick handovers or for people outside your organisation.
From inside the report: select Share, then Generate link. The link is copied to your clipboard.
From the Reports list: open the ⋮ menu on the report card and choose Copy share link.
Share from inside the report
Share from the report list
Export to PDF
Select Export in the report sidebar and the PDF downloads straight away. From the Reports list, open the ⋮ menu on the report card and choose Download as PDF. The PDF includes a table of contents, every source as a footnote linked to a bibliography, active hyperlinks, any completed onward research, and the data coverage banner if one was shown on the report.
Export from inside the report
Download as PDF in report list
What is the best way to share my report?
Xapien reports are interactive, so sharing them inside the platform keeps the most value.
Share directly by default. It keeps the report in Xapien, lets you set View or Edit, and you can revoke access later.
Share link when you need something quick, especially outside your organisation.
PDF when you need an offline, self-contained copy for a file.
Worth noting
Direct sharing needs role-based permissions, which most organisations now have. If you don't see the option to share with people, ask your Customer Success Manager, or contact support if you're on the Base plan. Share links and PDF export are available to everyone.
A share link keeps working even if the person who created it later leaves the teamspace the report is in.