You can share a branded (custom) report that you've set up with one or more users under your account. As with other sharing options available through Sendible, users who the report is shared with won't be able to edit it, and some reporting functionality, such as copying or sharing the report, will also be restricted.

1. Go to Reports > Saved reports.

2. Choose the Report you would like to share from the list shown. Use the report filter to help you locate your report if needed.

   

3. Click the Share button as shown below.

   

   Important: You can only share reports that you've built with other users. If another user has shared a report with you and you go to share this report, the button will be disabled, and the owner of the report will need to share the report.
4. The following pop-up will be displayed, select the name of the user account(s) you wish to share the report with.

5. Using the arrows provided, move the name of the user accounts from the 'Team members/Clients' box to the 'Currently shared with' box.

   

Once the report has been shared, it will then be available for the appropriate user account(s) to access from the Saved Reports page.

When deleting users, custom-built reports will remain shared. If you wish to delete/edit these, please submit a support ticket, and we'll be happy to help you with this.

Have more questions?

We'd be happy to help!

Please submit a support ticket with your questions. Providing screenshots or a video to explain what you expected or wanted will help get answers more quickly!