Sharing Reports
- AIO Tests
- APPWRK Writer (Unlicensed)
AIO Tests allows users to share reports with their team members, stakeholders and others effortlessly. The test management tool not only lets you share new reports with your team in Jira, but also enables you to share the reports to specific users via URL.
In this documentation, you will understand:
- 1 Steps to Share New/ Unsaved Reports
- 2 Steps to Share Saved Report
- 3 Steps to Access Publicly Shared Reports via the Shared Reports Section
- 4 Steps to Access Publicly Shared Reports via My Saved Reports Section
- 5 Steps to Stop Sharing Reports Publicly
- 6 Steps to Share Reports with Specific Users via URL
Steps to Share New/ Unsaved Reports
Step 1: To share a new/unsaved report, simply click on the Reports option in the top bar menu.
Step 2: Click on the Chevron icon (>) for the report that you want to share. The below examples walk you through generating and sharing an Execution Summary Report.
Step 3: Once you click on the Chevron icon, the input window will be displayed on the screen. Enter the required details into the Search for Cycles field and click on the Generate button.
Step 4: Once you click on the Generate button, the report output will be displayed on the screen. Click on the Share button.
Step 5: Once you click on the Share button, the Save and Share Report modal window will be displayed on the screen. Enter a name for the report into the Provide name for the report field. Finally, click on the Save and Share button.
Users can also enter tags for the saved report into the Tags field.
Once you click on the Save and Share button, a message will be displayed on the screen saying, report saved and shared successfully.
The report will be saved under “My Saved Reports” along with “Shared Reports” for the owner.
For all other members of the project, the report will appear under “Shared Reports”.
Steps to Share Saved Report
Step 1: To share a saved report, simply click on the My Saved Reports option in the sidebar menu.
Step 2: Once you click on the My Saved Reports option, all saved reports will be displayed on the screen. Click on the Chevron icon (>) for the report that you want to share.
Step 3: Click on the Share button.
Step 4: Once you click on the Share button, the Share report modal window will be displayed on the screen for further confirmation of your action. Click on the Share button.
Once you click on the Share button, a message will be displayed on the screen saying, report has been shared successfully.
Owners can also edit the saved/shared reports. The shared report will show the updated content for all the team members.
Owners can also rename, copy, delete and stop the report from being shared.
Team members can edit a shared report and run it but it will not change the input of the shared report.
Team members can edit a shared report and on sharing it, they will get the option to save & share the report with the edited input.
Steps to Access Publicly Shared Reports via the Shared Reports Section
Step 1: To access the publicly shared reports, all you need to do is click on the Shared Reports option in the sidebar menu.
Step 2: Once you click on the Shared Reports option, all shared reports will be displayed on the screen. Click on the Chevron icon (>) for the report that you want to access.
Both owners and team members can access publicly shared reports via the Shared Reports option.
Users can also search for shared reports using the search box at the top of the list.
Users can refresh the shared reports page by clicking on the refresh icon at the top of the list to see if someone recently shared a report.
Users have the option to edit the input by clicking on the Vertical Ellipsis button for the desired shared report and selecting the Edit option from the dropdown menu. This will not impact the shared report for any other user. If the team member wishes to share the report with updated input, they will need to first save it and then share it.
Users can create a copy of the report for themselves by clicking on the Vertical Ellipsis button for the desired shared report and selecting the Copy option from the dropdown menu. They will be prompted to provide a name and the copied report will be available under their “My saved reports” section.
Users can copy the URL of the report to share it with other users by clicking on the Vertical Ellipsis button for the desired shared report and selecting the Copy Report URL option from the dropdown menu.
Steps to Access Publicly Shared Reports via My Saved Reports Section
Step 1: To access publicly shared reports, all you need to do is click on the My Saved Reports option in the sidebar menu.
Step 2: Once you click on the My Saved Reports option, all saved reports will be displayed on the screen. Click on the Chevron icon (>) for the report that you want to access.
Only owners can access the publicly shared reports via the My Saved section.
The shared reports are indicated by the share symbol on the My Saved reports page.
Owners can search for a report using the search box at the top of the list.
Owners can filter their reports to see All, Shared & Non Shared reports and take necessary actions.
Steps to Stop Sharing Reports Publicly
Step 1: To stop sharing reports publicly, simply click on the Shared Reports option in the sidebar menu.
Step 2: Click on the Vertical ellipsis button for the report you wish to stop sharing and select the Stop Share option from the dropdown menu.
Users also have the option to stop the public sharing from My Saved Reports and the generated report.
Step 3: Once you click on the Stop Share option, the Stop Sharing Report modal window will be displayed on the screen for further confirmation of your action. Click on the Stop Share button.
Steps to Share Reports with Specific Users via URL
Step 1: To share a report with specific users via URL, click on the My Saved Reports option in the sidebar menu.
Step 2: Click on the Vertical Ellipsis button for the report that you want to share via URL and select the Copy Report URL option from the dropdown menu.
Users can also share the saved reports via URL from the “More” drop-down list in the generated report by clicking on the Copy URL option.
Once you click on the Copy Report URL option, a message will be displayed on the screen saying, link copied to the clipboard. The users can then copy the link and share it with other users.
For further queries and suggestions, feel free to reach out to our customer support via help@aiotests.com.