Publish a report

How to publish a 'Draft' report for other users to see.

Updated over a week ago

When you create a new report, by default it is in a 'draft' status, which can only be seen by the user that created the report. If you want other users to be able to access it, you can publish the report to make it 'live'.

  1. Click the Reporting tab.

  2. Under Document manager in the left-hand menu click on the Drafts dropdown.

  3. Click on the relevant draft report, then click Publish to Live reports.
    ​
    ​

The report then moves instantly into the list of live reports and appears in your 'Published' dropdown.

πŸ“ŒTIP: You can lock a report to make it a read-only report. This locks it for everyone apart from the person who created the report. Other users can view the report, but they can't edit it.
​


​
​


​

Did this answer your question?