Share/Email a Report

You can email a report to any user, including yourself, once or you can schedule the report to be sent regularly. This is done on the Reports page or on a report preview.

In this article:

• Share a Report Once
• Schedule Report Sharing
  • Update the Sharing Schedule
  • Cancel the Sharing Schedule

Share a Report Once

To share a report one time:

1. Open the Share Report Immediate modal:
   • On the Reports page, click the three-dot icon on the right of the report and select Share Immediately (Once).
   • On the report preview, click Share and select Share Immediately.
2. Add a title and description. The title will be included in the subject of the email, and both title and description will be in the body.
3. Select who to share the report with:
   • Select employees. Click Include Me to send the report to yourself.
   • Select the external users. Click Add New External User to add a new external user and share.
   • Select groups to share the report with.
4. Exported reports may contain items marked as confidential. Select Exclude Confidential Items to not include those items.
5. Click Share Now. The email will be sent with a PDF attachment and a link to the report in WeTrack. This can take up to 10 minutes.

Schedule Report Sharing

To schedule a report:

1. Open the Scheduled Report Sharing Settings modal:
   • On the Reports page, click the three-dot icon on the right of the report and select Scheduled Sharing Settings.
   • On the report preview, click Share and select Scheduled Sharing Settings.
2. Add a title and description. The title will be included in the subject of the email, and both title and description will be in the body.
3. Select who to share the report with:
   • Select employees. Click Include Me to send the report to yourself.
   • Select the external users. Click Add New External User to add a new external user and share.
   • Select groups to share the report with.
4. Exported reports may contain items marked as confidential. Select Exclude Confidential Items to not include those items.
5. Add the schedule:
   • To send the report on a regular basis, select Regular scheduling. Select how often to send the report (hourly, daily, weekly, monthly), the start and end date of the schedule, and the start time.
   • To send a report once on a particular date and time, select Custom scheduling. Add the date and time to send the report.
6. Click Save. The email will be sent as scheduled with a PDF attachment and a link to the report in WeTrack. 

Reports which have a sharing schedule display a green Shared badge in the report header. They will also be listed in the appropriate Shared With Me and Shared By Me tabs on the Reports page.

Update the Sharing Schedule

1. Open the Scheduled Report Sharing Settings modal:
   • On the Reports page, click the three-dot icon on the right of the report and select Scheduled Sharing Settings.
   • On the report preview, click Share and select Scheduled Sharing Settings.
2. Update the schedule as needed.
3. Click Save. 

Cancel the Sharing Schedule

1. On the Reports page, go to the Shared By Me tab.
2. Click the three-dot icon on the right of the report and select Scheduled Sharing Settings.
3. Click Cancel Scheduling. A confirmation pop-up displays.
4. Click Confirm.