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Sharing Custom Reports
Sharing Custom Reports

Custom Reports are easily shared, even outside of those with DubBot accounts.

Updated over a week ago

Once a Custom Report has been created, it can be shared with anyone, regardless of whether the recipient has an account in DubBot.

After you log in to DubBot, select Settings in the upper right corner and then choose the Site with the report you want to share.

On the right side of the Site's Dashboard, find the panel titled Reports.

To share the report, click the kebab menu and choose “Copy Link” to copy the URL of the report you want to share. You can then paste it into an email, Slack conversation, Trello board, Word document, or whatever communication or presentation tool you currently use.

You can also share a report by opening the report and then highlighting and copying the URL directly from the address bar.

Reports section of the overview dashboard. A red arrow is pointing to the words Copy Link located in the drop-down menu that appears when the kebob menu beside the report name is clicked.

Review Working with Custom Reports for information on creating and customizing reports.

If you have questions, please contact our DubBot Support team via email at help@dubbot.com or via the blue chat bubble in the lower right corner of your screen. We are here to help!

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