> For the complete documentation index, see [llms.txt](https://docs.relevant-digital.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.relevant-digital.com/general-platform/reports-and-dashboards/sharing-reports-in-yield.md).

# Sharing Reports in Yield

There are multiple ways to share the report both within Yield and outside of it. This article introduces link sharing, report sharing and CSV subscriptions.

When you want to share a report, you can use the sharing options located in the upper-right corner, above your graphs and tables.

#### Share Directly With Yield Users

By checking the box for Public, you make the report visible to others with similar user rights in the saved reports list.

<div data-with-frame="true"><img src="/files/f6cf6fffc17b9aa22aec5456401d37842ba8606b" alt=""></div>

You can view all your saved reports by navigating to Reports-->All reports or Shared with me.

<div data-with-frame="true"><img src="/files/098ac4ae4c6ac37901da2c83e1ea5551d6fb303d" alt=""></div>

You can also copy the report URL from the sharing options and share the report without saving it for anyone else.

#### Share a CSV File

If you would like to share a report with someone outside your organisation, you can either export a CSV report or subscribe them to receive a CSV report periodically. This can also of course be done for Yield users. At present, we do not support sharing the Yield reports directly with external users.

{% stepper %}
{% step %}

## To subscribe to a report

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

<div data-with-frame="true"><img src="/files/e5d5a55e71238923a72fcfac9bfcd2ae43b82523" alt=""></div>
{% endstep %}

{% step %}

## Add recipients

Start typing the email address or the name of the Yield user you want to subscribe to the report. It is possible to add multiple users at once.
{% endstep %}

{% step %}

## Choose the sending period

Select how often the report should be sent: daily, weekly, monthly, or yearly.
{% endstep %}

{% step %}

## Save the subscription

Save the subscriptions, and they will appear in the list of Current recipients.

<div data-with-frame="true"><img src="/files/11553e48e3233eff79f2061f029a12d768609c75" alt=""></div>
{% endstep %}
{% endstepper %}

To manage the report subscriptions, you can revisit the Subscriptions tab to edit the period in which the report is sent or unsubscribe the user.

<div data-with-frame="true"><img src="/files/1bef088bbfb43dece493c90105c1540415bc4a3d" alt=""></div>

You can also export your report as a CSV file by clicking the Export as .CSV button at the end of the page, after your tables and graphs. This will export only the data, not the graphs.

<div data-with-frame="true"><img src="/files/ac271883a63e2967931a98f1467871fb023abcd9" alt=""></div>

### Sharing Reports Between Different User Roles

By default, any report a [publisher user](/general-platform/user-management/publisher-users.md) saves as a public report will only be visible to other publisher users with similar access rights. However, an [admin user](/general-platform/user-management/administrator-admin-users.md) can choose to access these reports by checking the box under the user’s connected [publisher account](/general-platform/inventory-management/what-are-publisher-accounts.md) to enable saving of the publisher user’s public reports. To do this, navigate to the publisher account in question, locate the Invoicing and ARI report data section on the right-hand side, and check the box for Public reports created by users are automatically shared with administrators. Public admin reports, however, will always be available only to other admins.

<div data-with-frame="true"><img src="/files/4927dc230b6e516fe6265c3e0999e794467dc1b1" alt=""></div>

An admin can share a report with a publisher user, but the report must contain only data that the user has access to. Otherwise, a pop-up, as shown below, will appear.

<div data-with-frame="true"><img src="/files/a4be3e1c8eb2a932d19d564dc23357906e39d6ca" alt=""></div>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.relevant-digital.com/general-platform/reports-and-dashboards/sharing-reports-in-yield.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
