In order to save you time and improve collaboration, you can save, share and/or schedule your reports to your e-mail.
Saving a report
Do you find yourself coming back to reports every week to choose the same settings over and over?
Saving a report is an efficient way to access a specific report without having to re-add filters, columns and settings every time.
After customizing the report to your needs, simply click on the button “Save and Share”.
This will prompt a dialog asking you to optionally:
Rename the saved report
Add a description
Generate a public link for sharing
After saving the report, you can go to the “My Reports” tab and find all your saved reports there. You can access your saved reports anytime in order to make changes to it.
Sharing a report
After saving a report, you can choose to share it internally within your workspace or via an external link.
In order to create a public link (which can be accessed by people outside of your Track organization) before saving it, enable the option “Make Public”.
If you would like to change the sharing settings, click on “Sharing settings”. In these settings, you can choose to manually add users from your workspace to view the report directly from their “My Reports” tab.
You can also change the link access rules to only allow internal members to view the content of the external link.
If you enable the "Lock Dates" option, that will prevent readers with the link from navigating your report through different dates and restrict the data to only the period you selected.
However, this option can only be enable if you selected a custom date range since by selecting a dynamic date preset such as "This week" the report will constantly update the data to the respective reading week.
Scheduling a report
If you want to make sure that you don’t miss your team’s reports, you can schedule to receive a link to view the report every day, week or month. You can only choose members of your organization to receive the emails. Scheduling is a Premium feature
Need further help with saving and sharing reports? Contact our Support Team via the chat button in the bottom right corner.