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Add instructions and visuals for sharing reports via public link and revoking access

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Milos Djakovic 2025-07-18 17:26:02 +02:00
parent ffdc15e3dc
commit cbf34dbcd4
1 changed files with 19 additions and 2 deletions

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@ -147,6 +147,23 @@ To unshare the report with a customer, click on the **"Remove"** button in the r
To share a report via a public link, click on the **"URL Link"** tab in the share report modal. To share a report via a public link, click on the **"URL Link"** tab in the share report modal.
![Share report modal with public link](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/13-share-report-via-public-url.v1.png) ![Share report modal with public link](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/13-share-report-via-public-url.v2.png)
There - You can set the expiration date for the public link by setting the date in the **"Share until end of"** field. If you leave the date empty, the link will be valid indefinitely.
- Click **"Generate link"** to create the public link.
![Public link generated](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/14-shared-report-via-public-url.v1.png)
You can copy the generated link and share it with anyone. The public link will allow users to view the report without needing to log in.
### Revoking the Public Link
If you want to revoke the public link, simply click on the **"Revoke link"** button in the share report modal. This will invalidate the public link and users will no longer be able to access the report via that link.
## View Shared Report Status
![Shared report status](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/15-share-report-status.v1.png)
Visual cue that the report is shared with a customer or via public link is that the **"Share"** button in the report list will replaced with **Link** icon in case that the report is shared via public link, or with **Users** icon in case that the report is shared with a customer.
You can glance additional information about the shared report by hovering over the **Link** or **Users** icon. This will show you the validity of the public link or the list of customers with whom the report is shared, along with their share status.