Share report

Share your report with program Viewers

if you want to share a specific report with someone who shouldn't have access to the company or program's reports, you need to use the role Viewer.

Viewer (good to know):

  • The Viewer doesn't have access to the company account or programs at all!

  • Viewers can see ONLY a specific report that was shared with them and ONLY in their personal accounts.

  • To start sharing the report, you need to add the person into the program team with the role of Viewer

  • You can restrict access to previously shared reports by using the UNSHARE button in the report prerequisites.

How to find shared reports

  • Open list of reports of the program

  • The shared report has a specific label

Add Viewer-person

To add Viewer:

  • please navigate to the correspondent program

  • open the Program Team tab

  • add a person with an appropriate role

Share Report

To share the report:

  • Open the Report to share

  • Navigate to the report prerequisites menu (right side of the report)

  • Find the Viewers section and press the Share button opposite to the necessary viewer

Un-Share Report

To share the report:

  • Open the Report to share

  • Navigate to the report prerequisites menu (right side of the report)

  • Find the Viewers section and press the Un-share button opposite to the necessary viewer

How Viewers see shared report

The viewer doesn't have access to the company account at all! Viewers can see ONLY a report that was shared with them and only in their personal account.

After you share a specific report with the viewer, they can find it ONLY in their personal (hacker) account:

When Viewer opens the shared report, they will see the following data:

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