diff --git a/4.-Setup-and-Monitor-Live-Reports.md b/4.-Setup-and-Monitor-Live-Reports.md index 5784178..2fbdef7 100644 --- a/4.-Setup-and-Monitor-Live-Reports.md +++ b/4.-Setup-and-Monitor-Live-Reports.md @@ -130,4 +130,35 @@ Hover over a box to see the number of posts. A blue line under the current hour ## Report Sharing -Reports can be shared privately with customers or via a public link. \ No newline at end of file +Reports can be shared privately with customers or via a public link. + +### Sharing with Customers + +To share a report, go to the **"Reporting"** page and click the **"Share"** button. + +![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 customer's email on the left +- Set an access expiration date (optional) +- Click **"Add"** to share + +The **"Show location marks on map"** toggle controls whether properties are visible on the map. + +![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 all shared users and their access status. + +Click **"Remove"** to revoke access. + +### Sharing via Public Link + +Click the **"URL Link"** tab in the sharing 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.v2.png) + +- Optionally set an expiration date +- Click **"Generate 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) + +Copy and share the generated link. Users do not need to log in. \ No newline at end of file