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Update 4. Setup and Monitor Live Reports

Lukasz Andersson 2025-08-01 15:40:00 +00:00
parent bca420dfa1
commit 08093688ee
1 changed files with 32 additions and 1 deletions

@ -131,3 +131,34 @@ 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.
### 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.