Share a Report

Rencore Governance is designed to enable users to create reports and share reports for users with and without access to Rencore Governance via email. This article will provide step-by-step instructions on how to do so.

To share a report from Rencore Governance, you will need to:

1. Click on “Reports”.

2. Navigate to the report you want to share.

3. Click on the action menu ([…]) to the right of the title.

   

4. Select “Share this report”.

5. A new dialogue window will open.

   1. Is the report to be shared more than once?

      1. If the report is to be shared once only select “No, this email will only be sent once”.

      2. Enter the email addresses of the recipients of the shared report.

      3. On “Email subject”, enter a subject for the email.

      4. On “Message”, enter a message for the email for the shared report.

      5. On “Attach downloadable file” select “PDF” if you want a PDF version of the report to be included or leave this as “None”.

      6. Click “Send”.

         

   2. If the report is to be shared more than once, select “Yes, this is a recurring email”. Repeat the steps above, but also set:

      1. Name of the recurring email: Enter a name for the recurring share.

      2. Delivery Frequency: Select either Daily, Weekly, or Monthly

      3. Scheduled time: Select a time from 12:00 am - 11:00 pm.

      4. Time Zone: Select a UTC time zone (e.g. (UTC+00:00) United Kingdom Time Europe/London)

      5. Click “Save”.