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Historic shared reports
Historic shared reports

View, copy/share, and revoke access to shared reports you've previously created.

Lisa avatar
Written by Lisa
Updated over a week ago

Plans πŸ’³ : Everyone

User Permissions πŸ‘₯: Everyone

For legacy plans, please refer to the article here.
It can be hard to know which reports you've shared, when you did so, and what they included. But with our real-time list of historically shared reports, there's no longer any need to worry.

Locating Your Shared Reports

Head to the bottom of your main Report page to see a running list of all your historically shared reports. New reports will appear here once they've been created and shared.

How can I quickly get to the shared report I need?

It's easy and fast to find the shared report you need by sorting your column filters. You can filter based on the date reports were created, the number of hours they included, the details contained (timeframe covered and report name), and their status (when they were last seen).

View your shared report

To view a report that you've created or shared, you'll need a url, similar to: All reports have a unique url.

Once you have the url, paste it into your browser. This will send you to your publicly-shared report.

Can viewers interact with my publicly shared report?

A really cool aspect of shared reports is that you can engage with the report itself. You can order columns numerically based on "logged money" to grab a quick understanding of which projects actually put money in the bank! πŸ’°

Revoke Access to Shared Reports

If a report is old, the project has concluded or you simply just want to remove access to your shared report, you'll need to "Delete" the shared report.

Delete a Shared Report

In order to delete a shared report:

  1. Navigate to your "Shared Report" list

  2. Click on the three dots " . . . "

  3. Select "Revoke & Delete"

This will delete the shared report, not your data.

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