How to share Insights report How to share Insights report

How to share Insights report

Alek Alek

Welcome to the Qtrac Knowledge Base! This article is designed to help you share your Insights report with other members of your team.

Follow the step-by-step instructions below to get started.

 

Permissions Required:

Roles

  • Company Actions > Insights
  1. Log in to Qtrac and select the Insights tab.


  2. Hover over the 3-dots on the right of your Insights report and select Share.
    Insights-Share.png

  3. Select the users/roles with which you would like to share this report with.
    Insights-Share-Select.png

  4. Next to each user/role, select the associated permissions.
    • Viewer - Can Edit and Export the report, as well as copy the Data Source link.
    • Contributor - Can ShareEdit, and Export the report, as well as copy the Data Source link.
    • Owner - Full Permissions. Can DeleteScheduleShareDuplicateEdit, and Export the report, as well as copy the Data Source link.
      Insights-Share-Permissions.png

  5. If you would like to notify recipients of this shared report you can check the Email recipients box and add a custom email subject/body. By default this will also share the Data Source URL with recipients.
    Insights-Share-Email.png

  6. With the share parameters set, click Share / Send to share the report.
    Insights-Share-Send.png

If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.