|Available for||User roles||Super Admins and Admins|
|Packages||All Lever packages|
You may not see these features in your account until July 29, 2021. We appreciate your patience as we roll out the Summer 2021 Release!
Have you built a report and want to share it with your team for added visibility? You can send your reports!
When viewing a Visual Insights Preview dashboard, users can send it to teammates directly from the dashboard. Add a few filters, click Run, click the Share Report button and send!
Add the delivery details:
- Recipients: select your colleagues that need to view the information, including Interviewers, Limited Team Members, and Team Members
- Message: optional message to your teammates
- Format: you can choose between sending the report as a PDF document , PNG attachment, or JPG image.
This feature is a huge timesaver as you build customized reports that you may want to share! Jump into Visual Insights Preview today to give the send feature a try!