From e7f48dfd49877c4c4464653466d87018782a819e Mon Sep 17 00:00:00 2001 From: Milos Djakovic Date: Fri, 18 Jul 2025 17:08:19 +0200 Subject: [PATCH] Add instructions for editing, deleting, and sharing reports in live reports documentation --- .../setup-and-monitor-live-reports.md | 40 +++++++++++++++++++ 1 file changed, 40 insertions(+) diff --git a/setup-and-monitor-live-reports/setup-and-monitor-live-reports.md b/setup-and-monitor-live-reports/setup-and-monitor-live-reports.md index 8e52b6c..0b483bb 100644 --- a/setup-and-monitor-live-reports/setup-and-monitor-live-reports.md +++ b/setup-and-monitor-live-reports/setup-and-monitor-live-reports.md @@ -38,6 +38,16 @@ In the form: Click **Complete** to create your report. +## Edit Report + +To edit an existing report, go to the **"Reporting"** page and click on the **"Edit"** button next to the report you want to modify. + +![Edit report button](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/10-edit-report.v1.png) + +## Delete Report + +From the **Edit** report form, you can also delete the report by clicking on the **"Remove Report"** button at the bottom of the form. + ## Viewing and Monitoring Live Reports ![Report list with newly created report](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/4-created-report-in-report-list.v1.png) @@ -110,3 +120,33 @@ Here you can select a user tag to display all users within that tag, then select - **Green boxes**: High activity You can hover over any specific hour to see the exact number of posts for that time period. For the current date, a blue indicator appears below the current hour to show real-time progress. + +## Report Sharing + +Report can be shared privately with your customers, or via a public link. To share a report, go to the **"Reporting"** page and click on the **"Share"** button next to the report you want to share. + +### Sharing with Customers + +![Share report modal filled](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/11-share-report.v1.png) + +- Enter the email address of the user you want to share the report with in the input on the left side +- Pick a date on the left side to which the user will have access to the report. +*(If you leave the date empty, the user will have access to the report indefinitely, or until you remove them)* +- Click **"Add"** to share the report with the customer. +- The **"Show locations marks on map"** will make properties visible on the map for your customers when toggled on. + +![Share report modal with customer shared](https://gitea.redburst.com/lastmiler-knowledge-base/Manager/raw/branch/main/setup-and-monitor-live-reports/screenshots/12-share-report-with-customer.v1.png) + +You will see the list of the users you have shared the report with. + +The **"Share status"** column shows if the report sharing has expired for that particular customer. + +To unshare the report with a customer, click on the **"Remove"** button in the row of the user you want to remove. + +### Sharing via Public Link + +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) + +There