How to share a report?

Step 1: Select a client from Clients.

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

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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.

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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.

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