FEATURE FAQS

How can reports be shared with the rest of the company?

Active users can be given the permission to view reports that have been generated on the system. To do this:

  1. Click on the “Reports” tab in the toolbar on the left, and select “View Reports”
  2. Click on a saved report
  3. Select the “Set Report Viewers” option, and check off the users who will be permitted to view the report
  4. Click “Save” to update the viewer permissions for the report

Saved reports can also be exported to a CSV spreadsheet file to share outside of the Tradogram platform. To do so:

  1. Click on the “Reports” tab in the toolbar on the left, and select “View Reports”
  2. Click on a saved report
  3. Select the “Export to CSV” option

FEATURE FAQS

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