Share a Report

These steps describe how to add viewers or editors to your Report. You can also send a Report and schedule a Report.

Select Share in the upper left corner of your Report.
Enter the names or emails of your collaborators.
From the dropdown, select a permission level:
- Viewer: They can see the Report, but cannot make changes.
- Editor: They can make real-time updates, refine insights, and collaborate.
Select Share.
Grant dataset access. If your collaborators require access to underlying datasets, you can request it directly from the Share Report pop-up window. Select Manage > Request.

Schedule a Report

A schedule (also known as a subscription) lets you automate the delivery of a report at a specified frequency. Editors can create, manage, and customize schedules, while viewers can only unsubscribe.

Create a Schedule

Go to the report you want to schedule.
Select Schedule.
Select New Schedule and enter a name.
Set the frequency , time, and Time Zone for when to send the report.
Add recipients.
Optionally, customize your message under Email Settings.
Select Schedule to finish.

Edit a Schedule

You can edit the schedule if you are an editor for the report.

Go to the report you want to schedule.
Select Schedule.
Select the 3-dot menu next to the schedule you want to edit.
Select Edit.
Update the schedule details and select Save.

Delete a Schedule

Editors can delete a schedule:

Select Schedule from the top of the report.
Find the schedule you want to delete.
Select the 3-dot menu > Delete.

Unsubscribe from a Schedule

If you are an editor, you can unsubscribe from any schedule. If you are a viewer, you can only unsubscribe from schedules that you have been added to by an editor. As a viewer, you can't resubscribe yourself.

To unsubscribe:

Select Schedule from the top of the report.
Find the schedule from which you want to unsubscribe.
Select the 3-dot menu > Unsubscribe me.

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