Scheduling and sharing reports

Select a report. The 'Schedule' button allows you to define when you would like the report to run and who you would like to share the report with. 

The 'Share' button allows you to share the report once and the recipient can be notified by an email or notification and the report can also be shared with external people by inputting their email address.

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Sharing a Report

Sharing a report within Arbor means that another user can see the report in their list of custom reports. You can either give a user full edit rights to the report or allow them to simply view the report. Sharing a report with another user gives them access to all the data in the report.

You can also send the report to someone not on your Arbor system via email.

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You can also share multiple reports in bulk at once from the All Reports page. This will save a lot of time if you regularly collaborate on reporting. 

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Scheduling a Report

After clicking Schedule, you will be taken to the Schedule Report page where you can set up choose when to run this report, who to send it to and what should be included in the email, and how often the email should be sent.

Please note that you can only schedule reports to be sent weekly on a certain day. If you need to sed it out periodically at other times (such as termly), you would need to manually share it.

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Scheduling and Sharing history

To see who the report has been shared with or sent to, select the report and select Report History from the left-hand menu.

You can also unshare the report.

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