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Publishing, sharing & exporting reports

Reports & ChartsFor adminsVerified 22 Sep 20261 min

Publishing

Select Publish to make a report available to view, or Unpublish to take it offline while you make changes.

Sharing

Generate a share link so others can view the report — draft reports cannot be shared until published.

Exporting

Export the report as PDF, Excel, or CSV depending on how you need to use the data.

Walkthrough video

Every step above, performed once in a demo organisation.

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