Sharing Reports
COMING SOON!
The “Share” function in TimePlanner Reports enables users to easily distribute private reports with teammates and stakeholders, perfect for keeping collaborators informed without making the report public.
Sharing is only available for private reports.
You can grant access to specific users who already have access to the system or the relevant project.
Users with shared access can only view the report, but they cannot modify or delete it.
How to Share a Report
Option 1: From the Report List
Go to the Reports list.
Find the private report you want to share (look for the 🔒 Private label under the "Access" column).
Click the Share icon
under the “Actions” column
In the Share with dialog:
Select users from the dropdown list.
Or start typing a user's name.
Once you've added all intended users, click on the Save button to make the changes.
Option 2: From Within the Report
Open the specific private report you want to share.
Click the Share button at the top-right corner of the report view.
Use the dropdown to add users.
Click Share to confirm.
