Share a Report

Invite Users

1. Open a report.
2. Click Share then select Share Report.
3. Select users or user groups and add an optional message.
4. Click Share.

Get Link

1. Open a report.
2. Click Share then select Share Report.
3. Copy the link that appears at the bottom.

Export to Excel

1. Open a report.
2. Click Share then select Export to Excel.
3. If your report includes page-by fields, optionally define Export Settings:
   1. Choose whether to Expand all Page-By fields.
   2. If the page-by fields are expanded, choose whether each page-by field exports to a separate worksheet or all fields export to one worksheet.
   3. Select or clear the Export Page-By information check box to include or exclude details about the Page-By value in the spreadsheet.
4. In More Settings, select the check box next to additional formatting settings including the following:
   • Export report title
   • Export filter details
   • Customize header and footer. If you select this option, type a value below Header and choose a formatting option from the drop-down list. Then, type a value below Footer.

5. Click Export.

Export to CSV

1. Click Share then select Export to CSV.
2. If your report includes page-by fields, optionally define Export Settings:
   1. Choose whether to Expand all Page-By fields.
   2. Select or clear the Export Page-By information check box to include or exclude details about the Page-By value in the file.

3. From the Delimiter drop-down list, choose the character that separates the individual data fields within a row:

   • Comma (,)

   • Space

   • Tab

   • Semicolon (;)

   • Colon (:)

   • Tilde (~)

4. If the delimiter you need is not listed, select Other in the Delimiter drop-down list and type the character in the box.

5. Click Export.

Export to PDF

1. Click Share then select Export to PDF.
2. If the report is paged, you can choose whether to Expand all Page-By fields.
3. Click Export.

Subscribe to Report

1. Click Share then select Subscribe to Report.

2. Name the new subscription.

3. Select a bookmark. You can select the current view of the report or another bookmark to create the subscription.

   Library subscriptions are based on bookmark views. If the current view is not saved as a bookmark, creating a subscription with the current view will automatically add a new bookmark to the Bookmarks panel.

4. Choose either Excel, PDF, or starting in Strategy One (May 2025), Snapshot as the format of the subscription.

   • If you select the Excel Format, you can Show Filters in the Excel file.

   • If you select the PDF Format, you can change PDF settings. Click Attached PDF Settings to change them.

5. Select the Range to include, such as all of the report or specific chapters or pages.

6. Select a Schedule. Schedules have already been created.

7. Add an optional Note.

8. In the Deliver to field, review recipients of the subscription. To add users, start searching by their name.

   By default, all Library end users can create subscriptions for their own user. To add others to the recipient list, make sure the user has the "Web subscribe others" privilege. If you can add additional users, a new checkbox appears for Allow recipients to unsubscribe (optional). You can allow others to unsubscribe or not.

9. Optionally, select the Send preview now to all recipients checkbox.

10. Click Subscribe. The new subscription is created.

To manage subscriptions, go to Subscriptions in the sidebar menu of Library Home or the information window of the report.

Beginning in Strategy One (July 2025), you can access these snapshots in the sidebar of the Library home page if your administrator enabled the Snapshots component.