Sharing Reports

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:

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. 

Open

Step 4: Once you click on the Generate button, the report output will be displayed on the screen. Click on the Share button. 

Open

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. 

Once you click on the Save and Share button, a message will be displayed on the screen saying, report saved and shared successfully. 

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. 

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.

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.

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. 

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. 

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.