Share an existing report

Share existing reports via a link or email in FLG Insights to give colleagues and partners quick and easy read-only access to live data or a snapshot of your data.

Share by email

1. Once you have created your report in the report designer, click the Share icon in the top right.

   

2. Click Invite by email or send as attachment.

   

3. Enter the email address of one or more recipients.

   

4. Select how the report will be emailed:
   1. Invite by email to view the report (never expires) - a link will be emailed which will give read-only access to the 'live' (current) report each time it is viewed. The link will never expire.
   2. Invite by email to view until - a link will be emailed which will give read-only access to the 'live' (current) report each time it is viewed. The link will expire on the date defined.
   3. Send as a ... email attachment - the report will be emailed as an attachment. This is a snapshot of the data at that time. To send a report in the future you can Schedule an existing report.

5. Enter an optional personal message.

   

6. Select whether the recipient(s) can download the report.
7. Click Share now.

8. The share will be shown. The same report can be shared again via email.

   

9. Click on the share to edit.

   

10. The Share icon in the report designer will be blue when the report is shared.

    

11. Each recipient will receive an email from FLG Insights. The email will identify the report name and who shared the report plus the personal message if entered.

12. Delete a share by clicking the Delete (bin) icon to the right. A confirmation message will be shown.

    

      

Share by link

1. Once you have created your report in the report designer, click the Share icon in the top right.

   

2. Click Get a link for anyone to use.

   

3. Click the toggle button to generate a link.

   

4. Select whether the the report can be downloaded with the link.

5. Click the Copy icon next to the link to copy the link text for use in another application, for instance to email to a partner or colleague or include in a document.

   

6. The link will open a read-only version of the report with a download button in the top right if selected. 

   

7. The Share icon in the report designer will be blue when the report is shared.

   

8. Sharing can be removed from a report by clicking the toggle button again. A new sharing link will be generated each time the report is shared via the toggle button.

Tip: You can include yourself as a recipient if you want a copy of what is sent to other recipients. The link generates live data so it's possible results will vary if run at different times. If the report is deleted then the sharing link will no longer work and the recipient will no longer be able to access it. To send the report as an attachment based on a schedule, take a look at Schedule an existing report.

Let us know how we can improve FLG on our feedback site.