Sharing a link to a report

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You can share a report by creating a direct link to the report and sending the link to contacts by email.

Before you begin

Open a PowerReport. In the global search field, select Reports, enter the name of a PowerReport. Select the report in the grid to open it.

About this task

You select contacts in IBM® ESG Suite to receive the report link. When the contact clicks the link, a one-time passcode is generated. The passcode is sent to the same email address that the link was sent to. The contact enters the passcode to unlock the report. The passcode is only applicable for a one-time use. If the contact wants to view the report again, the contact clicks the link in the email, which generates a new one-time passcode.
Note:
  • A system administrator can select any contacts that are set up in the organization from the Mail to pick list. General and ViewOnly users can only select themselves. This restriction is in line with the functionality of other reports and dashboards in Envizi ESG Suite.
  • When a PowerReport is shared, it uses the permissions of the user who shared the report and therefore the viewer sees all the data in the report as per the permissions of the sharer.

When you generate a link, the link expires in 30 days. When it expires, you must generate a new link to open the report.

Procedure

  1. In the PowerReport, clickThe Share icon from the menu bar of the report to open the Share dialog.
  2. In the Mail to pick list. select one or more recipients of the report link.
  3. Click Share.

Results

An email is sent to the recipients with a link to the report.

What to do next

When a contact receives the email, the contact clicks Go To Report. A onetime passcode is sent to the email address of the contact. The contact enters the code to open the report. If the passcode is valid, the report opens.