Sharing reports
View how to share a report with the right access for each person and schedule it to arrive by email on a set cadence.
How sharing reports works in Drivetrain
Everything starts from a report you've built in Drivetrain. Each capability below works on its own, so you can pick the ones that fit your needs.
Share a report and choose each person's access
- Add recipients by name or by role.
- Give each person read access to view and comment, read access with drill-down to see the underlying data, or full access to edit.
- Access follows the role-based permissions already set in Drivetrain.
Schedule a report to go out by email
- Open the schedules for any report to see existing ones or create a new one.
- Add recipients, a subject line and a short message that gives context to people who don't know the report well.
- Send the report as a PDF or as an image file.
- Scheduled reports arrive as file attachments, so every recipient gets the full report and role-based permissions don't apply.
Set a daily, weekly, monthly or custom cadence
- Send daily at a set time, or weekly at a set time on the days you choose.
- Send monthly on the first, second, third or fourth weekday of the month, for example the first Monday.
- Choose a custom cadence to send on any date, such as the middle of the month.
Send the latest numbers with every scheduled email
- Each email shows the report's selected date range as the data stands on the day it is sent.
- Change the report's date range, for example from the last twelve months to year to date, and the next email follows the change.
- Recipients get the report as an attachment in their inbox.
How Drivetrain simplifies sharing reports
Send reports to leadership on a schedule, rather than emailing them by hand every week or month.
Share each report with the access each person needs, so people see only the data they should.
Send recipients the current report on the day it goes out, not a screenshot copied weeks earlier.
FAQs
Can Drivetrain send reports to people automatically on a schedule?
Yes. Any report can be emailed daily, weekly, monthly or on a custom cadence, with your own subject line and message.
Can Drivetrain control what each person sees in a shared report?
Yes. When you share a report directly, you choose read access, read access with drill-down or full access for each person, and access follows the role-based permissions already set in Drivetrain.
Do role-based permissions apply to reports Drivetrain sends on a schedule?
No. Scheduled reports are emailed as files, so everyone on the list receives the full report. To limit what someone sees, share the report with them directly instead.
What file formats can Drivetrain send scheduled reports in?
PDF or image. You choose the format when you set up the schedule.
Will a scheduled report from Drivetrain show the latest numbers?
Yes. Each email shows the report's selected date range as the data stands on the day it is sent. If you change the date range, the next email reflects the change.
Can Drivetrain share reports with people outside the company, such as the board?
Yes. You can add external stakeholders, such as board members, as recipients when you share or schedule a report.
See Drivetrain in action
Fewer spreadsheets, faster planning, better decisions.
