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Screenshot: Customer Dynamics chart
Sharing a Report
Each time you query get a report output, the system generates a unique link in the format of "/view?id=<uniq-string>". The link It allows sharing data with between the users, even if they don't have access to that part of your system.
To share a report with a user:
- Query a report.
- Send a required user a link which you get after the report query.
belong to different resellers (the feature works similarly to Share by Link in Google Drive).
The link refers to the report data valid for a specific moment.
Example: When you send a link to a report, you ensure the recipient would see the same data as you do. If you change data in the system (for example, perform rerating), the previously copied link to the report will display data valid for the moment of generation (even though the actual data is now different).
You can also view the additional information about the generated report by hovering over the Info icon, which is located under the Output section:
Title | Description |
---|---|
Data Period | States the period set for a report |
Generated by | Indicates the Role of the user who generated a report and specifies a generation time |
Duration | Time spent to generate a report |
Screenshot: Customer Dynamics Info icon
In case you made some changes in the report (for example, rerating) after sending the link, the user could still view the previous data by the link you had sent him before.