How to Share an Adhoc Report in Active Intelligence Visualization (AIV)

To share an Adhoc report with other users in Active Intelligence Visualization, follow these steps:

Steps to Share an Adhoc Report in AIV:

1. Create or Open Report: Start a new Adhoc report or open an existing one in the Documents section.
   
   

2. Access Sharing Options: Locate the Sharing or Permissions option in the report's toolbar or settings menu.
   
   

3. Select Users/Roles: Choose users or roles to share the report with; search by name, email, or role.
   
   

4. Set Permissions:

   • View Only: Users can view the report.
   • Edit: Users can modify the report.
   • Admin: Full control over sharing and settings.
     
     

5. Configure Notifications: Optionally, set up email alerts for users regarding report sharing or updates.
   
   

6. Save and Share: Save the settings to grant access to the selected users.
   
   

7. Optional - Generate Access Links: Create a shareable link for the report, ensuring proper access controls are in place.
   
   

For more detailed information, visit the official: Efficient Bulk Report Sharing in AIV.
If you have further inquiries, feel free to email us at support@aivhub.com.