3.2.3. Sharing Reports

Reports can be shared with extranet users. Extranet users are OfficeClip users that do not have access to all the features of OfficeClip. They can only view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can be used to empower your customers, partners, and service providers to create their own reports based on the data they are allowed to access

A good example of sharing an extranet report is when you want to share project information with your customers. They see only the information you allow them to see. To view the Shared reports click on the Shared reports icon above the list of reports.

To share reports:

  1. Go to the Reports page in any application then click on the share icon of the report that you want to share.

  1. Give a share name and select whether you want to make a public link (web link) or secured link.

    1. If web link is selected, then click on the Create Share button go to the next screen.

  1. If secured link is selected, enter or select the user that you want to share the document with and click on Create Share.

  1. The URL for the share is shown. Click on the Check Url link to make sure that this URL is accessible from outside your firewall.

  1. If you want to let others know about this share, type their email address. If the outgoing email needs modification, click on the Edit Email Content link to personalize the email.

  2. Finally, click on the Done button.