Share a report

You can share any report with teammates or clients, with or without a MixShift account, and you stay in control of access.

Create a share link

1. Open the report you want to share.
2. Open the share options and create a share link.
3. The link is copied to your clipboard, ready to send.

Anyone with the link can open the report, even without a MixShift account.

Protect a link with a password

1. When you create the link, turn on password protection and set a password.
2. Share the password with your recipients separately.
3. They will be asked for the password before they can view the report.

Choose view-only or editable

• View only lets recipients see the report exactly as you shared it.
• Editable lets them change the date range and filters to explore on their own. Your original is not affected.

Share several reports at once

1. On the Reports page, select multiple reports.
2. Apply a single access level and recipient list.
3. All selected reports are shared in one step.

Turn off access

You can revoke a link at any time. Access ends immediately, and the next time someone opens the link they will see that the report is no longer available.

Notes

• Reports that others have shared with you are marked clearly in your report list.
• A log of who opened a shared link is not available yet, and links do not expire automatically. To end access, revoke the link.

Related

• Invite and manage your team
• Export a report