Sharing a Report

Hi there! Need to share reports in Resiada? You're in the right place! Sharing reports is essential for teamwork and making informed decisions in event housing management. Our guide will walk you through the why, who, what, when, and how of sharing reports in Resiada, making it a breeze for you and your team.

Why Share?

• Boost Collaboration: Share reports for more effective team coordination.
• Informed Decisions: Enable stakeholders to make choices based on up-to-date data.
• Transparency: Keep operations clear for all parties involved.
• Improve Efficiency: Quick access to reports leads to faster issue resolution.
• Customized Content: Tailor reports for different stakeholder needs.

Who and What to Share?

• Share custom report views with team members who have event access, or with external individuals via email.
• You can share views in Excel or CSV format.

Customizing Your Shares

• Choose your preferred send date/time and frequency (once, weekly, biweekly, monthly), and set the duration for active reports.

How to Share?

• Click the ‘Share’ button on a report, enter email addresses, choose the file format, define frequency and schedule, and add a personal message if you like.

1. Choose the Frequency: Decide how often you want the report to be sent. You have several options to choose from:
   • Once: For a one-time send.
   • Weekly: To send the report every week starting from a specified day.
   • Biweekly: For sending the report every two weeks, again starting on a specific day.
   • Monthly: To send the report once a month, beginning on a chosen day.
2. Set the Active Duration: If you're sending a report more than once, you'll need to decide how long it remains active. Options include 1 month, 3 months, 6 months, 1 year, indefinitely, or until a custom expiration date/time.
3. Specify the First Send Date: You can also choose when the first report should be sent. For instance, you might want to start sending from the next Sunday. If you're sharing the report just once, you have the flexibility to send it immediately or schedule it for a later date.

By customizing these settings, you ensure that your reports are sent at the most convenient times and intervals for your needs.

Managing Scheduled Reports

• Keep track of your shared reports in the ‘Scheduled Reports’ section, and manage ongoing sharing activities with ease. Scheduled reports can be accessed from the ‘Manage’ menu dropdown or from the report ‘Share’ pop up.

And that's it! With these simple steps, you can effectively share reports in Resiada, keeping everyone on the same page and making your event housing management as efficient as possible.