Navigation:  Managing the Account > Business Analytics > Reporting > Sharing a Report

 

Overview

 

Reports can be shared with others ( = people without access to your MCL-Mobility Platform account). The report can be shared using a specific link you must create and provide to the intended collaborators. The shared link does not require a user/password authorization. If required, the link you create can have an expiration date.

 

 

Step-by-step

 

1. Open the "Report Management" page (Admin Dashboard > Control Panel > Business Analytics module > Reporting sub-module > Report Management page), and select the report to be shared.

 

 

2. Click .This button only becomes available when you select just ONE report.

 

 

3. In the resulting pop-up window, click to add an entry and generate the required link to the intended report.

 

 

4. Define the name of the link to share the report.

This field is, automatically, filled in with the name of the report you selected in the "Reports" page plus an incremented number.

 

5. If required, define an expiration date for the URL:

Enter a date, directly - you MUST use a "DD/MM/YYYY" format.

 

As an alternative, click the calendar button and select the expiration date in the resulting calendar window.

 

 

6. If required, enter relevant information in the "Description" field. For instance, the context for this share or the people the report will be shared with. This information will not be sent along with the URL.

 

 

7. The URL can be provided to the intended collaborators via direct email or you can copy the link itself:

 

• Option - This option is used to send an email with the report link to the people that are supposed to access it.

a. Click the entry's corresponding to open an Outlook email with a small text that includes its purpose, the name of the report to share and the link to access it.

b. Enter the email addresses of the people that are supposed to access the report.

c. If required, edit the email's default text. Do NOT edit the link itself.

 

• Option - This option provides the link itself.

a. Click the entry's corresponding to copy the report link.

b. Paste the link (ex: use the CTRL+V key shortcut) onto the intended destination such as an Internet browser.

 

8. If you want to keep the shared link, click . The corresponding entry will be listed in this pop-up window, when you select the same report again and click .

 

 

Other Operations Available

 

•Use the button to delete the corresponding entry. Click it and confirm the operation by clicking the resulting .

 

You can execute a bulk Deletion - select the links you want to delete and click (on the table's header).