Editing & Sharing Reports

Rearrange components, add more information and share reports live.


Interested in learning how to create a report? Click here.

Main takeaways

Editing Reports


Step 1: Go to Reports and select the report you wish to edit

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Step 2: Click the hamburger button on the top right-hand corner of the report, and select Edit

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Step 3: Add, remove and rearrange components, 

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Step 4: Edit columns to get more information on list components and click Save.

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Sharing Live Reports

Forecast allows you to share all of the reports that you generate in Forecast with your external partners. To do so follow the steps below.

Step 1: Click on the Share Icon on the top right-hand corner of the desired report and then click the Share Button.

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Step 2: Fill out the email address of the person you wish to share this report with and then click Send.

This person will receive an email with the live link to the report and will be able to access it with the provided password. If you wish to stop sharing this report with someone, click the Unshare button (located next to the send button) 


Step 3: Click on the download icon.

(this download function is only available on components in list form)

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Then, a window will be promoted where you get to choose to export in XLSX and/or CSV formats. 

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