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How do I share a report with my team?

Distribute reports and saved views without manual exports every time.

Purpose

When you've built a useful report or view, you want others on your team to see it. This article covers ways to share.

When To Use This

Use this when:

  • A view in Insights is useful for the team
  • A scheduled CSV export is needed
  • A report needs to go to leadership weekly

Sharing Options

Option 1: Saved Views (in Insights)

Saved views can be shared. In the saved views manager:

  • Save a view
  • Set sharing permissions
  • Other team members see it in their saved views dropdown

Best for: ongoing review, recurring weekly metrics.

Option 2: CSV Export + Email

For one-off shares:

  1. Run the report
  2. Export CSV
  3. Email or upload to a shared drive

Best for: pay-day exports, one-time analyses.

Option 3: Screenshot + Comment

For quick visual sharing:

  1. Take a screenshot of the chart or view
  2. Drop into Slack / email / your team channel
  3. Add context

Best for: ad-hoc spotting of issues or wins.

Setting Up Recurring Distribution

If you want a report emailed weekly to leadership:

  • Build the saved view
  • Take a CSV export each week manually OR
  • Have your finance/payroll lead pull it as part of their pay cycle routine

Protiv doesn't currently send scheduled email exports automatically — that's a manual workflow.

Common Mistakes & How To Fix Them

  • "My teammate can't see my saved view" Check sharing permissions. They may need to be granted access.

  • "My CSV export looks blank" Verify your filters. An empty result set produces an empty CSV.

  • How do I save and reuse views in Insights?
  • How do I export reports for payroll?
  • How do I run a report for a custom date range?