Share Repository Information

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

1. Click on the Dashboard tab, and then search for and select the records you want to export. An options bar displays at the bottom.
2. Click Export.
   • If you want to export only the visible columns, click Visible Columns.
   • If you want to export all columns, click All Columns.
3. An Excel spreadsheet containing the results is downloaded to your computer.

Save Views

You can save a view to quickly return your Dashboard to your saved state including filters, search results, and columns.

1. Click on the Dashboard tab, and then configure your columns and filters.
2. At the top, click Save.
   1. If you want to update your existing view, click Save and update view.
   2. If you want to create a new view, click Save as a new custom 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.

1. Click on the Dashboard tab.
2. Click the three stacked dots located next to the view you want to share.
3. Click Copy link to share. A URL is copied to your clipboard that you can share with other users.