Collaborate on reports

This page describes various ways to collaborate on reports with your team.

Share a report

When viewing a report, click Share, then:

• To share a link to the report with an email address or a username, click Invite. Enter an email address or username, select Can view or Can edit, then click Invite. If you share by email, the email address does not need to be a member of your organization or team.
• To generate a sharing link instead, click Share. Adjust the permissions for the link, then click Copy report link. Share the link with the member.

When viewing the report, click a panel to open it in full screen mode. If you copy the URL from the browser and share it with another user, when they access the link the panel will open directly in full screen mode.

Edit a report

When any team member clicks the Edit button to begin editing the report, a draft is automatically saved. Select Save to report to publish your changes.

If an edit conflict occurs, such as when two team members edit the report at once, a warning notification helps you to resolve any conflicts.

Comment on reports

Click Comment to leave a comment on a report.

To comment directly on a panel, hover over the panel, then click the comment button, which looks like a speech bubble.

Star a report

If your team has a large number of reports, click Star at the top of a report to add it to your favorites. When viewing your team’s list of reports, click the star in a report’s row to add it to your favorites. Starred reports appear at the top of the list.

From the list of reports, you can see how many members have starred each report to gauge its relative popularity.