x

Is it possible to share a specific report with someone, like an employee or a business partner?

I created a custom report that shows sales for a specific category of items. I need to share this report with a business partner, who only needs to see this specific report. We do not want them to see any other reports, so we need a way for them to just see this one report either by enabling them to login and view it or by having the report sent to them via email on a daily basis. Can anyone help?

2,324 Views
Message 1 of 2
Report
1 REPLY 1
Square Community Moderator

Hello there @luckybolt,

 

Great question, I am happy to assist. You can set up Team Management and only give them access to the reporting area. I hope this helps, if you have any further questions on this definitely let me know! 

MayaP
Square Community Moderator
Sign in and click Mark as Best Answer if my reply answers your question
2,272 Views
Message 2 of 2
Report
This thread has been archived and locked. Please start a new thread if you would like to continue the conversation.