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Share a report with your team

Use the share dialog to copy a secure link and control who can access a specific report.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the report share dialog​

From the report you want to share, select the share option (for example a Share button or menu item) to open the Report share dialog.

Open the report share dialog

Step 2: Review the share options​

In the dialog, review the report name and any available access options so you understand who will be able to open the shared link.

Review the share options

Click the button to copy the share link to your clipboard, ready to paste into an email, chat message or another tool.

Copy the share link

Step 4: Close the share dialog​

After copying the link, close the dialog to return to your report.

Close the share dialog

Last updated: 2026-09-01