This article will walk you through how to share Repository information. This include how to export results, save a view, and share a view.
Export Results
- Click on the Repository tab, and then search for the records you want to export.
- Click Export.
- If you want to export only the visible columns, click Visible Columns.
- If you want to export all columns, click All Columns.
- An Excel spreadsheet containing the results is downloaded to your computer.
Save Views
You can save a view to quickly return your Repository to your saved state including filters, search results, and columns.
- Click on the Repository tab, and then configure your columns and filters.
- In the left panel, click Save View.
- Enter a name for your view and click Save.
Share a View
You can share a view with other users via a link that includes your current filters, search results, and columns. When you share a view, it does not grant the user permission to view all of the records in that view. The user only sees the records they have permissions for.
- Click on the Repository tab, and then configure your columns and filters.
- Click the More icon indicated by three stacked dots.
- Click Share. A URL is copied to your clipboard that you can share with other users.