# Sharing Report Links

Report Pundit allows you to generate secure shareable links for any report. This enables you to provide access to staff members, accountants, vendors, or other stakeholders  without sharing your Shopify login credentials.

For additional protection, shared reports can be secured with a password.

**Important Notes**

* The fields and structure of the shared report cannot be modified by recipients.
* Any changes made to date range, sorting, or filters in the shared view will not affect the original (master) report.
* Recipients cannot save changes to the report configuration.

### **How to Enable the Share Link**

Follow these steps to share a report:

**Step 1:** Open the Report

Navigate to the report you want to share.

**Step 2:** Access the Share Option

Click the three-dot (ellipsis) menu located in the top-right corner of the report.<br>

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FEdycMl2nRmXbInqjmccU%2Fimage.png?alt=media&#x26;token=6ac28a85-ff15-4941-a1d3-1b6bb3a69ddd" alt="" width="375"><figcaption></figcaption></figure>

**Step 3:** Select “Share Link”

Click on “Share Link” from the dropdown menu.

**Step 4:** Add Recipient Details

**Enter:**

* Recipient’s Name
* Recipient’s Email address

**Step 5**: Choose Access Level

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FzL01hmgY0tddXKVzaqMI%2Fimage.png?alt=media&#x26;token=8d5e1232-739c-4e25-86c6-a66c63b919d8" alt="" width="375"><figcaption></figcaption></figure>

### **Select the level of access you want to provide:**

1. **All Access** – Full interaction (view, filter, sort, export)
2. **Sort Only** – Can only sort report data
3. **Filter Only** – Can only apply filters
4. **Filter & Sort** – Can apply both filters and sorting
5. **View Only** – Can only view the report

**Step 6:** Set a Password

Add a secure password to protect the shared report.

**Step 7:** Send the Invitation

<figure><img src="https://3511479413-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN3iF-DdMhu4BVsTA9%2Fuploads%2FiGl16DBGQnyqfpncoK0O%2Fimage.png?alt=media&#x26;token=5210bef1-7374-4591-b16f-dad6f24a1aea" alt="" width="375"><figcaption></figcaption></figure>

**Click Send.**

An email invitation will be sent to the recipient. The email will include:

* The report link
* The password required to access the report

Recipients can access the report using the link and password provided.

***

### **What Recipients Can Do**

By default, recipients are able to:

* Change the date range
* Apply filters (if permitted by access level)
* Sort data (if permitted by access level)
* Export the report in:
* XLSX
* CSV
* PDF

***

#### **Restrictions**

Recipients:

* Cannot edit report fields
* Cannot modify the report structure
* Cannot save changes to the original report
* Any filters or sorting applied in the shared view will not impact the master report

***

This feature ensures secure sharing while maintaining full control over your original report configuration.

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