I have set up simple report (flat table). Now I need to share it with the client, so he is able to see fresh data. What is the best approach? Create a custom view?

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You can export your custom report like this:

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and then select "PDF" (to send it as a PDF).

You can set up a schedule report to be emailed out at a desired frequency: once, daily, weekly, monthly, etc. Alternatively, you can provide read-only access (at the VIEW level) for your client so that they can go into the reports whenever they want, but they won't be able to do anything).

  • Yes I know about this option. But this way I would need to export it every day right? Is there a way to make the report accessible to the client? Nov 30, 2015 at 23:18

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