How to share a report?

Step 1: Select a client from Clients.


Step 2: Choose a report and click on the share icon under Action.


Step 3: in the pop-up window enter an e-mail address and click on the ‘Share’ button to share the report. To share with more than one individual, repeat the steps 2 & 3.


Please note: – once e-mail address is entered an automated e-mail notification will be sent to the individual(s) based on the following:

  • If existing subscriber to Jimmy – An e-mail notification will inform the user a new report is ready to be viewed.
  • If new subscriber to Jimmy – An e-mail notification will send user their login details to access Jimmy.

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>