Sharing Reports in Yield

You can share reports within Yield or externally. This article covers link sharing, report sharing and report subscriptions.

Use the sharing options in the upper-right corner, above the graphs and tables.

Share directly with Yield users

Share a public report

Select Public to make the report visible in the saved reports list. Other users with equivalent permissions can then view it.

View saved reports in Reports → All reports or Shared with me.

Share a report link

You can also copy the report URL from the sharing options. When another user opens the link, Yield creates a report with the same settings.

Each user's report is independent. Changes to one report do not affect the other.

Make a copy

Yield users can create a copy of an existing report. Click Make a copy in the report toolbar.

This is useful for similar reports with different filters. For example, create separate reports for different advertisers or SSPs.

Share a CSV file

To share a report outside your organisation, export a CSV file or subscribe recipients to periodic reports. You can also use subscriptions for Yield users.

Each subscription sends a CSV file with the raw data. It also sends a PDF containing the report graphs.

External users can receive subscribed CSV and PDF reports. They cannot access the report in the Yield interface.

1

Subscribe to a report

Click Sharing in the upper-right corner above the report. Then select the Subscriptions tab.

2

Add recipients

Enter the email address or name of the Yield user to subscribe. You can add multiple recipients at once.

3

Choose the delivery frequency

Choose how often to send the report: daily, weekly, monthly or yearly.

4

Save the subscription

Save the subscription. Recipients then appear in the Current recipients list.

To manage report subscriptions, return to the Subscriptions tab. You can change the delivery frequency or unsubscribe a user.

You can also export a report as a CSV file. Click Export as .CSV after the tables and graphs. The CSV contains data only, not graphs.

Sharing reports between different user roles

By default, a public report saved by a publisher user is visible only to publisher users with equivalent access rights.

An admin user can access these reports. Open the user's connected publisher account. In Invoicing and ARI report data, select Public reports created by users are automatically shared with administrators.

Public admin reports remain available only to other admins.

An admin can share a report with a publisher user. The report must contain only data the user can access. Otherwise, the following pop-up appears.