Share Templates

You can share templates with others in your organization so they don't have to recreate a report. You can share it with users in your company who have a Percipio user account with reporting access.

When you share a template with another, it shows in their All Reports List as a shared template. If someone shares a template with you, you can create a copy of that shared template to make it your own. If the originator updates the shared template, you see those changes in your shared view.

Share a template

To share a template with other Percipio users:

  1. From the left navigation bar, select Analytics and All Reports.
  2. Locate the report template you want to share in the list, and open it.
  3. From the Actions dropdown, select Share template.
  4. Enter the users or audiences, then select Share template.
  5. If you want to send a direct email to selected users, enter an optional personal message and select Send email. If the checkbox: Send an email only to added usersis selected, only the users and audiences you just added receive the email. If the checkbox is unselected, all users and audiences listed receive the email. Alternatively, you can select Copy Link to get a link that you can paste.

Stop sharing a template

To stop sharing a report with all users and audiences listed:

  1. From the left navigation bar, select Analytics and All Reports.
  2. Locate the report template you want to share in the list, and open it.
  3. From the Actions dropdown, select Stop sharing template. The template is removed from all users who you shared it with.

Edit the name of a shared template

If you want to edit the name of your template, you can.

  1. From the left navigation bar, select Analytics and All Reports.
  2. Locate the report template you want to share in the list, and open it.
  3. From the Actions dropdown, select Edit template.
  4. Enter a new name for your template.
  5. Select Save.

Remove a shared template from your list

If someone shared a report template with you, but you no longer want it displayed in your report list, you can remove it. To remove a shared template from your list:

  1. From the left navigation bar, select Analytics and All Reports.
  2. Locate the report template you want to share in the list, and open it.
  3. From the Actions dropdown, select Remove template. The template is removed from your All Reports list.

Copy a shared template

If someone shared a report template with you, you can make a copy of it so you can edit it, make it your own and reshare it.

  1. From the left navigation bar, select Analytics and All Reports.
  2. Locate the report template you want to share in the list, and open it.
  3. From the Actions dropdown, select Save as new template. You now have a new template in your report list that you can use as you see fit.