Some reports can be shared by sending a link via email to other Users in your organization. Custom reports, however, may be sent to someone outside the database because financials cannot be included in custom reports. To share a report, follow these steps.

  1. After running report, click Share.
  • ​To send custom report to person outside database
  1. Choose Email as attachment
  2. In Send to box, enter email address
  3. Click Send
  1. In Email this report window under Send to section, check box by desired recipient name
  2. Click Send.
  • Note: Custom messages can be added in provided text boxes

To invite a new user, follow these steps: Inviting A User
For help creating a custom report, follow these steps: Creating Custom Reports