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:
- Log in to Qtrac and select the Insights tab.
- Hover over the 3-dots on the right of your Insights report and select Share.
- Select the users/roles with which you would like to share this report with.
- 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 Share, Edit, and Export the report, as well as copy the Data Source link.
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Owner - Full Permissions. Can Delete, Schedule, Share, Duplicate, Edit, and Export the report, as well as copy the Data Source link.
- 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.
- With the share parameters set, click Share / Send to share the report.
If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.
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