Share report templates saved as of a point in time
Report templates are live. This means that as soon as the underlying actuals or plan data updates, the report template will simultaneously update as well. Publishing your report template will produce a hard-coded copy of the report that can then be shared out to users as needed.
For example, if you have a month end report template, best practice would be to publish it monthly and distribute the published version to your key stakeholders.
Publishing Report Templates
To publish a report, open the desired Template and click the Publish button in the upper right-hand corner.
Publishing the report template will redirect you to the published version of the template. A few things to note:
- The report will look exactly the same as it did in the template view, but the option to edit will no longer be available. All the data is frozen into an online snapshot that can be shared directly through the app or you can export as a PDF or Excel file and share it yourself. When a user logs in to Jirav, they can see all the outputs shared with them so far, making it a single source of truth for all relevant information.
- Opening the report dropdown will show the original, live template remains available for use in future reporting periods. The newly published version of the report is shown in the published section.
- The header above the report name shows it is Published and the Publish button is replaced by the Share button.
Sharing Published Report Templates
While you can share a template or a published report, we typically recommend sharing published reports to key stakeholders as a best practice so you can easily reference back to exactly what information you shared with them.
There are two ways to share a published report template, (1) through Jirav or (2) via export to Excel or PDF.
Sharing using Jirav
To share a published report via Jirav, select the desired Published report and then click the Share button in the upper-right hand corner of the screen.
This action will open the Share prompt. Choose to share the published report template with individual users or groups of users with an optional message.
This action will send the user(s) selected an email inviting them to view the published report. Accessing the invitation via email will require the user to login to Jirav and they will only be able to see the data that you have explicitly shared with them.
Sharing via Export
To share a published report outside of Jirav by exporting to PDF or Excel, select the desired Published report, select • • • in the upper-right hand corner of the screen to activate the context menu and then select Preview PDF or Export as Excel.
Preview PDF will generate a preview of the published report template in Jirav which can then be downloaded to PDF.
Export as Excel will export the published report template to Excel with a tab for each report.