Share a modern report

Allow stakeholders to easily view your report using a share link.

Prerequisites:

  • Open the modern report.

  • Set up the report for sharing:

    • Add any filters you want to apply to the report. The shared report will have these filters applied. Users that access the report through the share link cannot modify the filters.
    • Open End and Net Promoter Score℠1 Follow-up Responses are displayed in shared reports by default. Turn off these tabs from the tiles in the report, or remove the tiles entirely, if you do not want to share the individual responses.

You can share a report with internal and external stakeholders, including individuals that do not have an Alida account, by providing them with the share link and passcode (if required).

Note: Sharing cannot be managed for individual users, and it does not use Alida roles, such as Power User or Author, to control access.

You must choose an expiry date for the share link by selecting a preset time period or a specific date. You can optionally add passcode protection to further restrict access to the report.

  1. In the top right of the report, click Share.
  2. In the Share Settings dialog box, turn on the Enable sharing with a link toggle.
  3. In the Link expires in drop-down list, select the appropriate time period for the link to remain active.
    Select one of the preset options (7 days, 30 days, 90 days, or 180 days), or click Custom Date and select a specific expiry date from the calendar.

    You can select a custom expiry date up to one year in the future.

  4. Optional: To passcode protect the share link, select the Passcode required checkbox and enter a unique passcode.

    The passcode must include at least 8 characters.

    Note: Passcodes are not encrypted values like passwords because they are intended for sharing. Passcodes enable you to require users to enter a second piece of information in addition to having the correct share link.
  5. Click Apply.
  6. Optional: Click Copy link in the link text box to copy the link.
  7. If a passcode is required, click Show passcode to display the passcode required to access the share link on screen.
  8. Optional: If a passcode is required, click Copy passcode to copy the passcode required to access the share link.
  9. Click Close.

Users can use the share link to access the report. If a passcode is set up for the report, users are required to enter it before they can view the report.

Users accessing the report using the share link:

  • Have read-only access to the report.
  • Can refresh the data displayed in the report.
  • Cannot view any sensitive data fields.

A Shared icon is displayed next to the report on the Modern Reports page.

1 Net Promoter, NPS, and the NPS-related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., NICE Systems, Inc. and Fred Reichheld.