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Sharing a Saved Report to a T3 User in Your Company
Sharing a Saved Report to a T3 User in Your Company

Instructions on how to share a saved report to another T3 user within your company.

Breanne Cassidy avatar
Written by Breanne Cassidy
Updated over a week ago

Easily share one of your saved dashboards in the T3 Analytics web app with someone else within your company via email. Perhaps you've found some helpful insights in a dashboard that your manager should know, and you'd like to share the dashboard with them.

Sharing a Saved Report

  • From T3's Analytics web app, select Saved Reports in the left menu.

  • Find a saved or starred report from the Saved Reports page.

  • Select the action ellipsis on the far right and select Share report.

  • Add the shared user.

    • Note: This must be someone with a user account in your company's T3 platform.

  • Select Share to email the report to the recipient.

  • Once shared, a person+ icon will display. Hover over the icon to see the recipient's name.

Viewing a Shared Report from Someone Else

If you receive a shared report, you will receive the dashboard in your email. Additionally, you can view it in your T3 Analytics app. When the share recipient logs into the T3 Analytics web app, they will see the shared report on the Saved Reports page.

  • Open the Saved Reports page, and look in the Shared Reports section.

  • Hover over the person icon to see the name of the person who shared the report with you.

  • Additionally, a green report icon will display next to saved or shared dashboards throughout the T3 Analytics web app.

    • Select the icon to see a popup window explaining if it lives in your Saved or Shared collection.

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