Share reports with your team

Step by step

1. 1

   Build the report you want from the overview, then save it as a reusable view.

2. 2

   Choose recipients and set a delivery schedule — a Monday-morning summary works well.

3. 3

   Pick a read-only permission level so viewers see figures but can't change settings.

4. 4

   Send a test copy to yourself, check the formatting, then confirm the recurring send.