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Share your Reporting Package

Once you have your Jirav Reporting Package ready to show off you can directly share from Jirav

In order to streamline the process of inviting a user into Jirav and explaining how to navigate to the specific dashboard you are asking them to review you can now directly share the reporting package with them.

What this means is that from within Jirav you can select "Share Reporting Template" from the "••• button" that is next to the name of your Reporting Package as seen in the screenshot below:


You can also share a Published report:



This then results in a pop up that allows for you to enter the recipients email invite them into Jirav with an email that has a link to sign up for Jirav and see the Reporting Package. Note that users being invited in only have the ability to view what is being shared with them; they do not have any edit rights. This means that the time periods displayed and related financial information cannot be changed by the user.


Email Share Dashboard



Below is the email that the person receives once the Reporting Package is shared with them.


Share Reporting Package Email


Pro Tip: In order to share a dashboard you need to haveAdmin access to the account