lastmiler-knowledge-base
/
Manager
3
0
Fork 0
Code Wiki

Add instructions for editing, deleting, and sharing reports in live reports documentation

This commit is contained in:
Milos Djakovic 2025-07-18 17:08:19 +02:00
parent 354dd245e7
commit e7f48dfd49
1 changed files with 40 additions and 0 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

40
setup-and-monitor-live-reports/setup-and-monitor-live-reports.md
View File

@ -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