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luckybolt
01-24-2023
06:03 PM
Is it possible to share a specific report with someone, like an employee or a business partner?
I created a custom report that shows sales for a specific category of items. I need to share this report with a business partner, who only needs to see this specific report. We do not want them to see any other reports, so we need a way for them to just see this one report either by enabling them to login and view it or by having the report sent to them via email on a daily basis. Can anyone help?
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1 REPLY 1
Hello there @luckybolt,
Great question, I am happy to assist. You can set up Team Management and only give them access to the reporting area. I hope this helps, if you have any further questions on this definitely let me know!
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