How do I share and export reports?

Note: This content is applicable for use with TEAM by WorkWave.

To share a report in Insights

  1. In the My Reports section, click the Options (...) icon next to the desired report and select Share

  2. Enter the names or email addresses of the people you want to share the report with in the displayed window and choose the appropriate permissions from the drop down menu

  3. Click Share

If a report has already been shared, a section displays with a list of people the report has been shared with. If necessary, you can change the permissions for any person in the list. After making any changes, click Save to update the permissions.

To export a report in Insights

  1. Within the report, click Export from the menu in the upper right corner of the window

    2. .

  2. Select the file type to export from the displayed window and click Export