Using "Share Report" you can easily email the content of any report to other Genius users or external users via email.
- To do so, first select the "Analytics" tab located on the left navigation bar.
- Select the "Report" tab you want to view and share
- Filter your report by date range
- Filter your report by Teams, Agents, Numbers (filters differ based on the report type you selected)
- Once you are ready to share your report, select the "three dots" located to the right of the date picker
- Click "Share Report" from the option list
- In the "Send To" field select from the existing user or enter an email address
- Choose the required file type "PDF or CSV"
- Finally, select "Share"
