Share a report

Share a report by email, once or on a schedule. You can send it to people who have access to Rencore Governance and to people who do not.

Before you begin

• Your Rencore role includes the Share Report permission. Owner, Admin and Contributor have it. See Rencore roles.

Steps

1. Click Reports.

2. Find the report you want to share.

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

   

4. Select Share this report. A dialog opens.

5. Choose whether the email is sent once or recurs, then follow one of the two paths below.

Send the email once

1. Select No, this email will only be sent once.

2. Enter the email addresses of the recipients.

3. In Email subject, enter a subject for the email.

4. In Message, enter a message for the email.

5. In Attach downloadable file, select PDF to include a PDF version of the report, or leave it as None.

6. Click Send.

   

Send a recurring email

1. Select Yes, this is a recurring email.

2. In Name of the recurring email, enter a name for the recurring share.

3. Enter the recipients, the Email subject and the Message.

4. In Attach downloadable file, select PDF or leave it as None.

5. In Delivery Frequency, select Daily, Weekly or Monthly.

6. In Scheduled time, select a time from 12:00 am to 11:00 pm.

7. In Time Zone, select a UTC time zone (e.g. (UTC+00:00) United Kingdom Time Europe/London).

8. Click Save.