How to Share Reports and Report Schedules

In this video, I walk you through how to share reports effectively within our platform. I demonstrate two main methods: using the three-dot icon to access the share report button and sharing directly from the report detail page. I also show how to share recurring schedules, like the auto loan monthly business review, ensuring that selected users receive access to future reports. Please make sure to invite the relevant team members by entering their emails when sharing. This will help everyone stay updated with the reports they need to see.