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  • Save: Users can save the report to their ‘My saved reports’ section (they will need to provide a name). This will create a copy of the shared report and the shared user will become the owner. The report shared via the link will still have the original user as the owner.

  • Edit: Users can edit the report for their use and then save it (this will not change the original report).

  • Export: Users can export the report to Excel and PDF.

  • Share: Users can share the report with more users.

  • Subscribe: Users can schedule an email to send a report.

  • Refresh: Users can refresh the report to view dynamic data without entering the input criteria again.

Below is an example of a report which is saved and shared by a logged-in user. It shows the owner's name, type of report and when it was generated. If the logged-in user wants, they can save this report in their own “Saved Reports” section (this will create a copy of the report).

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