Sharing Reports in Yield

There are multiple ways to share the report both within Yield and outside of it. This article introduces link sharing, report sharing and CSV subscriptions.

When you want to share a report, you can use the sharing options located in the upper-right corner, above your graphs and tables.

Share Directly With Yield Users

By checking the box for Public, you make the report visible to others with similar user rights in the saved reports list.

You can view all your saved reports by navigating to Reports-->All reports or Shared with me.

You can also copy the report URL from the sharing options and share the report without saving it for anyone else.

Share a CSV File

If you would like to share a report with someone outside your organisation, you can either export a CSV report or subscribe them to receive a CSV report periodically. This can also of course be done for Yield users. At present, we do not support sharing the Yield reports directly with external users.

To subscribe to a report, click the Sharing button in the upper-right corner above your report. Then select the Subscriptions tab. Here you can manage all existing subscriptions and subscribe yourself or someone else, including external users, to the CSV report sent out periodically.

You can start typing the email address or the name of the Yield user you want to subscribe to the report. It is possible to add multiple users at once. Then select how often the report should be sent: daily, weekly, monthly, or yearly. Save the subscriptions, and they will appear in the list of Current recipients.

To manage the report subscriptions, you can revisit the Subscriptions tab to edit the period in which the report is sent or unsubscribe the user.

You can also export your report as a CSV file by clicking the Export as .CSV button at the end of the page, after your tables and graphs. This will export only the data, not the graphs.

 

Sharing Reports Between Different User Roles

By default, any report a publisher user saves as a public report will only be visible to other publisher users with similar access rights. However, an admin user can choose to access these reports by checking the box under the user’s connected publisher account to enable saving of the publisher user’s public reports. To do this, navigate to the publisher account in question, locate the Invoicing and ARI report data section on the right-hand side, and check the box for Public reports created by users are automatically shared with administrators. Public admin reports, however, will always be available only to other admins.

An admin can share a report with a publisher user, but the report must contain only data that the user has access to. Otherwise, a pop-up, as shown below, will appear.