Sharing Reports
Estimated reading time: 5 minutes
Reports are more useful when the right people can see them. Here is how to share reports within your team and externally.
Sharing With Team Members
Open a report and click Share. Select team members from your organization. They will receive a notification and the report will appear in their Reports list.
Shared reports are read-only for recipients. Only the report creator (or an Administrator/Owner) can edit or delete them.
Workspace Sharing
Add reports to a Workspace to share with everyone who has workspace access. This is convenient for team-wide reports like monthly reviews or quarterly analyses.
Public Links (Professional+)
Generate a public link that allows anyone to view the report without a clariBI account:
- Open the report
- Click Share to open the sharing modal
- Toggle on Enable public sharing
- Copy the generated URL using the Copy button
You can revoke the public link at any time by toggling the setting off. Trial and Starter plan users will see an upgrade prompt.
Security Note
Public links expose the full report content. Review the report for sensitive data before generating a public link. You can revoke the link at any time.
Email Delivery
When using scheduled reports, you can add email recipients who receive the report automatically when it is generated. Recipients get an email with a link to view the report in clariBI.
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