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