You can share live reports so that users can refresh and edit them in Bringg, or email an exported, static snapshot of a report that shareholders can view even if they do not have an account in Bringg. This allows colleagues and stakeholders to monitor daily operations and track your delivery performance, or to receive a recurring shared report for ongoing visibility and long term analysis.
For example, you can send a report to your accounting team showing the tips owed to each driver at the end of a payment cycle, or share reports of delivery costs with management at the end of each month to calculate overall profits.
Before You Begin
Create a report in Bringg. Learn more.
Open Bringg and navigate to Analytics > Reports, then select a report from My Reports or System Reports.Figure 1. Access reports
To share a live report that Bringg users can refresh and edit in Bringg, select the context menu > Share. Users can then find the report in the user's Reports page along with all other reports created by or shared with them.
Then choose a Bringg user from the list or start typing the user name and select from the search results.Figure 2. Share report
If the recipient is not a Bringg user you can still share the report by exporting and sending a snapshot of it instead.
(Optional) To allow a user to make changes to the report, select the user's name, then select Viewer to change the user to Editor.
To change or revoke user permissions, select Can edit or Can view next to the user's name and select a different access type, or Remove. Bringg then sends a notification email with a link to access the report to each reciepient.Figure 3. Change or revoke user permissions
To send a static report by email to a colleague even if they do not have a user in Bringg , select the context menu then Send now.
Choose a file format (CSV or JSON), enter the recipients email addresses, then select Send. The resulting email allows the recipients to download the report locally or view it in Bringg.Figure 4. Collaborate to discover insights by sharing a report with colleagues
Access the same actions by hovering over a report and selecting the context menu under Actions.Figure 5. Access the report actions
To keep colleagues consistently updated with new data, you can set up a report to be exported and sent by email on a recurring schedule, or share a live reportthat users can refresh for the latest information at their convenience Bringg.
To set up a report to be repeatedly exported and sent by email, select Schedule Report.
Typically your report would use a relative time frame, such as Last Month or This week, so it refreshes with newer data whenever you select Run. If needed, adjust the time filter.Figure 6. Share a report on a fixed schedule
Set a report's sharing schedule
Send the report either Monthly, Weekly, or Daily by selecting the option from the dropdown, then choose a specific time for the report to be sent.
Set the time zone of the sharing schedule
Send the report at the time you chose in the recipients' timezone by selecting the recipient's Timezone from the dropdown menu.
Share a recurring report via email
Select Email as the output method > choose either CSV or JSON as the file format > enter the recipients email addresses then select Send. The resulting email allows the recipients to download the report locally or view it in Bringg.
Connect a recurring report to your data warehouse using a URL/API link
Cancel automatic distribution of a report
Select Reschedule Report > Remove Schedule to stop sharing a report.Figure 7. Stop sharing a report