How to share an uplifter report using a link

You may have an interesting report you want to share with colleagues or clients. You can now share any report, (with the filters and options you applied) using the share button. 

Report links can be public or private:

• Public - Anyone with the link can see a view only copy of the report in their web browser.
• Private - Any uplifter user with the link can view it after logging in to uplifter.

When creating any report link, you have the option to email it to a user with a message. If the report is set to private, you can also invite them to be an uplifter regular user with access to your current workspace. If you are not an admin, that request to invite a new user will have to be approved by an admin.

How to create a share link from a report

1. Sign in and navigate to any report
2. Make the changes to the report you want (change date range, apply filters or chart options)
3. On the top right of any report, click on the pink 'share' button
4. In the modal save the report as a name you want
5. Choose if the link should be private or public (all links are private by default):

6. Click the pink 'copy' button to share your link

    

7. (optional) Send the link via email
8. Enter email address
9. (optional) If the user is not yet an uplifter user, you can Invite them by checking a box
10. Enter a custom email subject line and/or note
11. Click pink 'Send' button