Sharing reports
Four ways to get a report in front of people.
With colleagues
Open the report and click Share. Under Share with Team, enter a colleague's email address, click Add, then Save Changes. Colleagues have to be members of your organization.
In a workspace (Professional and Enterprise)
Share to Workspace adds the report to a workspace so its members can read and comment on it. Remove from <workspace> takes it out again. See Workspaces.
On a public link (Professional and Enterprise)
- Click Share and turn on the Public Link switch.
- Copy the address with Copy and click Save Changes.
Anyone with the link can read the report without an account. The public page is read-only, whatever Public Access Level is selected. Turn the switch off to revoke the link. On Free, Trial, Lite and Starter the switch is locked and the dialog offers an upgrade.
A public link shows the whole report to whoever has it. Read it for figures you would not share outside the company before you publish.
Public reports carry a small "Made with clariBI" badge that cannot be removed.
By email on a schedule (Professional and Enterprise)
A scheduled report emails its recipients a link each time it runs. See Scheduling reports.
As a file
Download saves a PDF you can send any way you like. See Downloading reports.
The trial lasts 14 days, includes 50 AI credits and does not ask for a card. When it ends, the account moves to the Free plan and keeps its data.