When you have created a report on the Dashboard, it can be useful to share it with a colleague. You have two options:
- share the report with a number of selected users
- share the report with all VendorLink client users within your organization
This will only share the report with the users you choose. Other users cannot access this report, nor can it see that it exists at all.
- Navigate to Dashboards via the main menu.
- Click 'Open' in the submenu on the left and click on the report you want to share. This can only be a report that you manage yourself.
- Then click 'Send'.
- A pop-up window will open. Under the heading 'Users' you will see two columns. The left column shows all users you can share the report with. The right column shows all users where the report is currently is shared with.
Select the desired users in the left column and click 'Add'.
You can always undo sharing by simply selecting the user in the right column and clicking 'Delete'.
- When all users with whom you want to share the report are in the right column, you can finally share the report via the 'Send' button under the 'Send report' heading. The users with whom the report is shared will receive a link that will direct them to this dashboard. They can also open the report later by navigating to Dashboard in VendorLink and then clicking 'Open' in the menu bar.
This will share the report with all users in your VendorLink environment (the users shown in Admin > General settings > Users > Active). The report is therefore not shared with suppliers or other outsiders.
- Navigate to Dashboard from the main menu.
- Click 'Open' in the submenu and click on the report you want to share. This can only be a report that you manage yourself.
- Click 'Manage report'.
- A pop-up window will open. Under 'Share report', click on the 'Share report' button.
- A message will appear asking if you really want to open the report to all users. Click 'Yes'.
- The text right above the button will tell you if the report is currently shared or not. You can undo report sharing by clicking the 'Wirthdraw sharing' button.
- All users in your organization with access to VendorLink can now open the report by clicking 'Open' in the Dashboard menu bar.