Share a report
Give colleagues access to the reports you build.
You can share reports with colleagues so they see the same numbers. How you do it depends on whether the report is one of your own.
Share a custom report
On All Reports or My reports, click Open menu on your report row.
Choose Manage access.
Pick Only me, Specific people and teams or Everyone with access to reports.
Save your choice.
Colleagues find reports shared with them under Shared with me in the sidebar.
Share a link to a report
With a report open, click the Share report link icon. Sovica opens a shared view you can copy from the address bar and send to a colleague, who signs in to see it.
Hand a report over
If someone else should own a report, use Change ownership in the same row menu. You can only do this for reports you own.
Reports can hold patient and financial data, so share them only with people who need them.
Up next
Next, read Read the Business Snapshot.