Report scheduling and sharing
Sharing and scheduling
To share a report, open it and click
Sharein the report header.
To share a report via email with one or more teammates (or even with yourself!), enter a comma-separated list of their email addresses here. You can include a short message to provide context and use the options at the bottom to further customize the email they will receive. When you click
Send, Mode will send the email immediately.
You can choose whether or not to include links to Mode reports when you share them via email, Slack, or PDF. To remove report links when sharing, un-check
Include report links.
NOTE:All recipients must be members of your Mode organization or have an email address in a domain claimed by your organization, unless the report has external sharing enabled.
If the report does not have external sharing enabled and you enter an email address which is in a domain claimed by your organization but which is not a member of that organization, the user will automatically be invited to join your Mode organization and must become a member in order to see the report.
To share a report to a channel in a connected Slack workspace, select the name of the Slack channel and optionally include a message to provide context. The Slack message will always include your name, the report title, an internal link to the report. An image preview of the report output will also be included unless this setting is disabled for your organization by an admin. When you click
Send, Mode will post the message to the designated Slack channel immediately.
Everyone in the Slack channel you choose will see the message you share (including the image preview), even those who are not members of your Mode organization or who otherwise would not have access to the report in Mode. However, only those who have access to the report in Mode will be able to access it via the included report link.
Every report has a unique set of links that can be used to access it and share it with others. These links never expire unless the report is deleted:
Internal Links- Accessible only by logged-in members of your Mode organization with access to the report.
External Links- Report visualizations and query results are viewable by anyone on the internet. Visible when external sharing is enabled for the report.
You can also select the kind of output that is returned:
Report Link:Displays the report with data from the most recent time it was run.
Run Link:Displays the report as it appeared at the time you generated the link.
Copynext to any link to copy that link to your clipboard.
TIP: An easy way to tell the difference between a report link and a static run link is that a static run link will always have
/runs/[RUN_TOKEN]/near the end of the URL path.
Any member of your organization with edit access to a report can configure that report to be run, and optionally shared, on a regularly occurring schedule. Reports can have multiple schedules configured so the report is sent to different groups of users at different frequencies.
To create a new schedule or manage existing schedules for a report, open the report and click
Subscribein the report header. To modify or delete an existing schedule, click on the
gearnext to it. To create a new schedule:
Create a New Schedule.
- Configure the schedule, including the refresh frequency as well as parameter values and delivery settings (if applicable).
- If you want the scheduled report run to be delivered via email, click
Create + Manage Subscribersand add all recipients on the next screen.
NOTE:A report schedule will continue to run until either the underlying report or the schedule is deleted, even if the report author or schedule creator is no longer a member of your organization.
Scheduled runs will include Mode's Notebook as long as the Report view page contains at least one output generated from the Notebook. At that point, the Notebook will refresh when the report itself is re-run. To add a Notebook output to your report, click
Add to Reportlocated on the top toolbar of the Notebook.
External sharing must be explicitly enabled on a report-by-report basis. When external sharing is enabled for a report:
- Anyone on the internet with an external link to the report may view the report's visualizations (e.g., charts, display tables, etc.) and query results. The underlying code, other report runs, and any other information won't be visible.
- The report may be shared via email with recipients outside your Mode organization or claimed domain.
- Sharing the report from Mode via email or PDF will not contain any Mode branding.
IMPORTANT:Take care when distributing external report links to prevent unauthorized access to your private data.
Once an admin has enabled external sharing for your organization, anyone with edit access to a report may enable or disable external sharing for it. To enable or disable external sharing for a report:
- Open the report and click
Sharein the report header.
- Toggle the switch in the pop-up so it says "External sharing of this report is ON" to enable. To disable, toggle the switch in the pop-up so it says "External sharing of this report is OFF".
- Close the pop-up.
The report can now be accessed by anyone on the internet using an external link. If you disable external sharing for a report, any previously generated external links to the report will immediately stop functioning and will return a
404 Not Found error.
TIP:To simulate what someone outside your organization can see with an external link to a report, try accessing it using your browser's private mode.