Sharing reports

You can share a report's URL to enable other NexJ CRM users to easily access the report or email a report to other users.

Before sharing a report's URL, you will need to make the report public by selecting the Public radio button under View and edit permissions or shareable by selecting the Shareable radio button. Then, open the report, and click the Share Report button 

Users you share the report with can view the report, export the report's components, and update the report to display the latest NexJ CRM data. They cannot edit the report. However, depending on their privileges, they may be able to clone the report and edit the clone by locating the report in the All Reports tab of their reports data table. For more information, see Cloning reports.

The data displayed in the report to other users may be different from the data displayed to you, depending on their access level, team assignment, and organizational hierarchy.

To email your report to other users, click the Share Report button and select Share by Email. Provide the required list of email addresses in the Send Email Results dialog, separated by semicolons, and click OK to email the report. By default, you can provide a maximum of 10 email addresses. 

You can now add a custom classification level prefix, such as “Restricted”, to the subject lines of emails containing exported or shared reports. The prefix appears in all email notifications related to that report. This helps recipients to immediately identify the content sensitivity level of shared reports.

To set the classification, update the Email Subject Prefix field on the Details tab after clicking Edit Report.

Attachments and links to files for summaries, visualizations, and details are available through the email sent. The maximum file size for an attachment is 5 MB. The links to files are available on the server for 30 days before expiring.

As of NexJ CRM 9.6, PNG and CSV file attachments are replaced by PDF file attachments when you share a report by email.