Sharing a Report

Cadmium’s Report Builder makes it easy to share both custom and stock reports with your team. While shared users can view, export, and reshare the report, they cannot edit any of the report fields, ensuring your original configuration remains intact. 

Follow the steps below to share a report: 

1. Launch the Report Builder by selecting the Reports Beta button in the Reports module within the application.

2. In the Report Builder, choose a report you want to share from the All Reports, Stock, or Custom tab. 

3. There are two options for sharing a report:

1. From the Report List
   • Select the quick menu (︙) next to the report you want to copy and select Share. 

2. From Inside the Report 
   • Select the report title to open it. Then, select the Share button at the top of the screen. 

4. After selecting Share, you’ll be prompted to copy the shareable link in the Share popup by selecting the Copy icon.