Share a Report
Reports are shareable with anyone who has access to the same workspace. For external recipients, export the report (or specific sections) to CSV.
Sharing internally (within the workspace)
Section titled “Sharing internally (within the workspace)”Anyone with access to the workspace can view its Reports. The Report URL is the share link — paste it into Slack, email, or wherever.
Edit access depends on workspace settings:
| Role | View | Edit |
|---|---|---|
| Admin | Yes | Yes |
| Member | Yes | Varies by workspace setting |
Exporting for external sharing
Section titled “Exporting for external sharing”For people without workspace access:
- Open the Report.
- For the whole report, use the report-level export (typically in the top bar).
- For a single section’s data, use the section’s export action.
- The export is CSV by default; assemble externally (PDF, slide deck, etc.) as needed.
See Exporting a report or section.
When to give external access instead
Section titled “When to give external access instead”If the same external recipient needs the report regularly, granting them workspace access as a Member is usually more reliable than recurring exports. They get the latest data each time without you needing to refresh.