Sharing Report Links
Learn more about how to create shareable links to your created Report Pundit reports.
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.
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
Select the level of access you want to provide:
All Access – Full interaction (view, filter, sort, export)
Sort Only – Can only sort report data
Filter Only – Can only apply filters
Filter & Sort – Can apply both filters and sorting
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
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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