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Home Analysis Examples Organize & Share Data Share Queries, Reports, & Dashboards within your organization
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Share Queries, Reports, & Dashboards within your organization

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If you find a query, report, or dashboard that you think will interest one of your team members, you can use the share feature to send them an email letting them know to check it out. That email will also include instructions on how to set up their Heap account if they don’t have one.

To share a report, simply click the share icon in the top-right corner of your dashboard, report, or query.

You’ll be prompted to provide the email addresses of the team members you’d like to share this with.

The 'Share This Report' pop-up as selected on the report details page with several email addresses added

If you attempt to share with someone who does not have access to your Heap workspace, a prompt will appear to confirm that, by inviting this person to review this data, you are also inviting them to join your workspace.

The 'Invite to Heap?' pop-up as selected on the report details page with a note that one recipient doesn't have a Heap account

Once you confirm, an email will be sent prompting your coworkers to view the query, report, or dashboard.

The email that is sent to a teammate letting them know that a report is being shared with them

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Last updated April 13, 2020.

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