Sharing reports
Actions with reports
Copy report URL
Create a report link to share it with your teammates quickly. This will allow you to view the report with your settings and filters. Most of devtodev reports support this sharing option.
Click on the three dots in the top-right corner and select Copy report URL. The report link is valid for one year.
If you make changes to a shared report, you will need to create a new URL.
Note that for reports based on raw data (Custom events, Conversion Funnel, SQL), the report timeframe will change to the last 30 days when the saved timeframe is beyond the raw data storage period.

Save report
Available reports:
Click on the
three dotsin the top-right corner and selectSave report.

Give your report a name and select a timeframe option if applicable.
If you do not enable the Moving dates option, the report will use the set timeframe.
Moving both dates – the report will update both dates every day.
Fix start date, move end date – the report will update only the end date.
Click
Okto save the report.

You can access the report later in the Saved reports section.

Share report with teammates
You can share a saved report with your team – in the report menu or in the Saved reports section.
Sharing via report menu
Click on the
three dotsin the top-right corner and selectShare report with teammates.

Select the teammates from the list and click
OKto grant them access to the report.

Sharing in the Saved reports
Select the reports and click
Share report with teammatesin the top menu. You can also click theSharebutton right on the report in the Sharing column.

Select the teammates from the list and click
OKto grant them access to the report.

Save to dashboard
Available reports:
Click on the
three dotsin the top-right corner and selectSave to dashboard.

Give your report a name and select a timeframe option if applicable.
If you do not enable the Moving dates option, the report will use the set timeframe.
Moving both dates – the report will update both dates every day.
Fix start date, move end date – the report will update only the end date.
Select a dashboard from the list. You can also create a new dashboard – select
Add app dashboardorAdd space dashboardand give it a name.Click
Okto save the report to the dashboard.

The report will be available as a widget on the selected dashboard.
Share report to Slack
Available reports:
You can set up Slack sharing in the report menu or in the Saved reports section.
Check the dedicated article for more details:
SlackExport to CSV
Most of devtodev reports, including the Users section, support CSV export. You can find the Export to CSV button in the three dots menu or above the report chart/table. The download will start automatically.


Actions with dashboards
Copy dashboard
This will create a copy of the current dashboard.
Click on the
three dotsin the top-right corner and selectCopy dashboard.

Give a name to the new dashboard and click
Okto create a copy.

You can access the copied dashboard later in the Saved dashboards section.
Export dashboard as PDF
Save the whole dashboard as a PDF file to easily share it with anybody.
Click on the three dots in the top-right corner and select Export as PDF. The download will start automatically.

Share dashboard with teammates
You can share a dashboard with your team – in the report menu or in the Saved dashboards section.
Sharing via dashboard menu
Click on the
three dotsin the top-right corner and selectShare.

Select the teammates from the list and click
OKto grant them access to view or edit the dashboard.

Sharing in the Saved dashboards
Select the dashboard
Sharein the top menu. You can also click theSharebutton right on the dashboard in the Access column.

Select the teammates from the list and click
OKto grant them access to view or edit the dashboard.

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