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Reporting

Share a report or dashboard outside the workspace

Share outside on a report or a dashboard makes a link for someone without an account: a client, a board member, an accountant.

Share outside on a report or a dashboard makes a link for someone without an account: a client, a board member, an accountant.

  • It stops working after a day, a week, a month or three months, and you can turn it off at any time.
  • It can ask for a passcode and for the viewer's email.
  • They see plain tables, as you see them, with emails, phone numbers and personal fields masked.
  • Every opening is in the audit log.

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