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Sharing a Report

Share your custom reports with teammates to ensure everyone stays informed and aligned on key business metrics

Chaim Davies avatar
Written by Chaim Davies
Updated over 3 months ago

Overview

Sharing your custom reports with teammates in Triple Whale ensures that everyone stays informed and aligned on key business metrics. This guide will show you how to easily share your newly created reports with your team, fostering collaboration and data-driven decision-making. By making your insights accessible to all relevant stakeholders, you can enhance communication, streamline workflows, and drive collective success within your organization.

Permissions

To share a report, click the Share button in the upper-right corner. Invite a team member by inputting their email and selecting the level of permission you would like them to have for this report.

You can also determine General Access permissions for the report.

  • To limit access to individual users who have been invited, select Only people invited to this board.

  • To grant permission for all users of this shop, select All members of this shop.

  • To limit access to you and the shop owner, select No one but you and the shop owner have access.

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