How to share a report with and outside your team (Track)

🌟 This feature is included in the PREMIUM Plan and up
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Reports are most useful when the right people see them. Instead of exporting a report and sending a file that’s out of date by the time it’s opened, you can share a live report straight from Lucen Track.
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Open one of your saved reports and click Share. You can share it with specific colleagues by typing their name or email, or with everyone in your workspace in one step. People who join the workspace later get access automatically:

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Once you click the sharing option, you can decide who to share it with. It can be anyone in the workspace, or someone outside the workspace.

Edit the team's access to "can view" from the dropdown menu.

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To show a report to a client or anyone without a Track account, turn on the public link and copy it. The link always shows up-to-date figures and doesn’t give access to any other part of Track.

If you turn the link off, it stops working right away. Turning it back on creates a new link:

This is an example of people will see when they follow the link:

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In your own reports list, you can see which reports are shared and who with. You can remove people at any time from the Share dialog.