Skip to main content

Sharing a Report in Root Analytics

Overview​

Sharing reports is an essential feature in Root Analytics that promotes collaboration and data-driven decision-making within your organization. This guide will walk you through the process of sharing your reports with team members, ensuring that everyone can benefit from the insights provided.

Components​

  • Share Panel: Accessed through the share icon, this panel acts as the control center for all your report sharing activities. It allows you to manage who sees your reports and how they access them.

  • Visibility of Shared Reports: This feature displays a list of individuals who have access to the report, along with their specific access levels.

  • Sharing Methods:

    1. Link Sharing: Creates a shareable link that provides read-only access to the report.

    2. Direct User Sharing: Allows you to select individual users within your organization and assign them specific access levels, either edit or view-only.

    3. Organization-Wide Sharing: Enables you to share the report with all users in a specified organization, granting them view-only access.

  • Access Requirements: Users must have access credentials to Root Analytics to view any shared reports.

Step-by-Step Usage Guide​

  1. Accessing the Share Panel:

    • Locate the share icon, which can be found on the Root Home Page on the report title or at the top right corner of the open report.

    • Click on the share icon to open the share panel.

  2. Sharing via Link:

    • In the share panel, find the option to share via link.

    • Copy the URL from the address bar or use the provided copy link button.

    • Distribute the copied link through your preferred communication channel.

  3. Direct User Sharing:

    • Within the share panel, choose to add users directly.

    • Select the users from your organization whom you wish to share the report with.

    • Assign the appropriate access level: 'Edit' for full editing rights or 'View Only' for restricted viewing rights.

  4. Organization-Wide Sharing:

    • In the share panel, opt for organization-wide sharing.

    • Select the organization you wish to share the report with.

    • Confirm sharing, granting all users in that organization view-only access to the report.

  5. Managing Shared Reports:

    • Review the list of individuals and their access levels in the share panel.

    • Adjust sharing settings or revoke access as necessary.