Percipio Learning - Share Reports

Percipio Learning - Share Reports

After you run and download a report, you can share it with users in your company who have a Percipio user account. These users can have any Percipio role. If a shared user only has a role of learner, they can only download the report itself, they do not see any other admin feature or function.

Note: When you share a report with a user, that user sees the full report even if they are only assigned to a specific audience.

Because downloaded reports are only available for 14 days, you can only share a report during that 14-day duration. On the fifteenth day, the report is removed from the download list and shared users lose access to it.

Share a report:

To share a report with other Percipio users:

  1. From Analytics, select Report Downloads.
  2. Locate the report you want to share in the list, and from the Actions column, select Manage report sharing.
  3. Enter the users or audiences, then select Share report. If you previously shared the report, you see those users and audiences listed. You can add more users and audiences to the current list if you want, or you can remove the existing users and audiences and add new ones.
  4. If you want to send a direct email to selected users, enter an optional personal message and select Send email. If the checkbox: Send an email only to added usersis selected, only the users and audiences you just added receive the email. If the checkbox is unselected, all users and audiences listed receive the email. Alternatively, you can select Copy Link to get a link that you can paste.

Stop sharing a report:

To stop sharing a report with all users and audiences listed:

  1. From Analytics, select Report Downloads.
  2. Locate the report you want to share in the list, and from the Actions column, select Manage report sharing.
  3. Select Stop sharing. All users and audiences can no longer access the shared report.

View a shared report:

If you have a Percipio role other than site admin, you see all user data contained in the report, not just user data from the audiences you were assigned. If you receive a link to a shared report, you can view it by following the link:

  1. When you select the link or the Run report button from the email, log into your Percipio account if not already.
  2. The report landing page automatically opens showing you details about the information in the report, its size, and when it expires.
  3. To see all data in the report, you must select Download report.
    If you have a Percipio user role of manager or admin, you can also navigate to the Report Download page. From the Report Download page, you have access to all reports that you downloaded and that were shared with you.

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