Share an existing report

Modified on Wed, 8 Jul at 12:00 PM

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

Share by Email

Once your report is created in the report designer, click the Share icon in the top right.
Click Invite by email or send as attachment.
Enter the email address of one or more recipients.
Select how the report will be emailed:
- Invite by email to view the report (never expires) - a link is emailed giving read-only access to the live (current) report each time it's viewed. The link never expires.
- Invite by email to view until - a link is emailed giving read-only access to the live report each time it's viewed, expiring on the date you define.
- Send as a .email attachment - the report is emailed as a snapshot of the data at that time. To send a report in future, see Schedule an existing report.
Enter an optional personal message.
Select whether recipients can download the report.
Click Share now.
The share is shown - the same report can be shared again via email.
Click on the share to edit it.
The Share icon in the report designer turns blue when the report is shared.
Each recipient receives an email from FLG Insights, identifying the report name, who shared it, and any personal message entered.
Delete a share by clicking the Delete (bin) icon to the right - a confirmation message is shown.

Share by Link

Once your report is created in the report designer, click the Share icon in the top right.
Click Get a link for anyone to use.
Click the toggle button to generate a link.
Select whether the report can be downloaded with the link.
Click the Copy icon next to the link to copy it for use elsewhere - for example, to email to a partner or colleague, or include in a document.
The link opens a read-only version of the report, with a download button in the top right if selected.
The Share icon in the report designer turns blue when the report is shared.
Remove sharing by clicking the toggle button again. A new link is generated each time the report is shared via the toggle.

Tip:

Include yourself as a recipient if you want a copy of what's sent to others.
The link generates live data, so results may vary if run at different times.
If the report is deleted, the sharing link will no longer work and recipients will lose access.

Schedule an Existing Report

Schedule existing reports in FLG Insights to give colleagues and partners a snapshot of your data at the same time each day, week or month.

Once your report is created in the report designer, click the Schedule icon in the top right.
Enter the email address of one or more recipients.
Select the preferred schedule and file type:
- Daily - the report is emailed on each day selected, at the time selected.
- Weekly - the report is emailed once a week, on the day and time selected.
- Monthly - the report is emailed once a month, on the date and time selected. For shorter months, it's emailed on the last day of the month if the selected date doesn't exist.
Enter an optional personal message.
If the schedule should end, select an end date or the number of times the report should be sent.
Click Save schedule.
The saved schedule is shown - another schedule can be added to the same report.
Click on the schedule to edit it.
The Schedule icon in the report designer turns blue when the report is scheduled.
Each recipient receives an email at the scheduled time from FLG Insights, with the report attached. The email identifies the report name, who scheduled it, and any personal message entered.
Delete a schedule by clicking the Delete (bin) icon to the right - a confirmation message is shown.

Tip:

Include yourself as a recipient if you want to receive a regular report, or a copy of what's sent to others.
If the report is deleted, its schedule is deleted too.

Download Your Reports

Download your report results from FLG Insights to manipulate or format in another software application, or send electronically to someone else.

Once you've run your report in the report designer, click the Download icon in the top right. This is disabled where the report type doesn't support downloads.
Select the file format from the options presented - a format is disabled where not supported by the report type.
The report downloads in the selected format, following your web browser and operating system rules.

Tip:

PDF reports are restricted to 10 columns (including headers and totals) and 1,000 rows to keep them usable.
For large reports, select CSV as the file format.