Email and Share (API) - Overview - InContact

Clicking the "Share Arrow" icon allows you to Email and Share your report.mceclip0.png

EMAIL

Click HERE to watch the video about how to email a report.

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Step 1  Add the recipient's email
Step 2  Edit Subject line, if necessary
Step 3  Select Attachment type: XLS, CSV, or PDF
Step 4  Create and format the Message which will appear as the email body
SEND  Send Email (or Cancel or go back to the report from the top right hand corner)

 

SHARE

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Clicking "Share" will allow you to create an API key that will allow you to either share an external link or Embed the report.  First select the connection you wish to share and set the expiration date.  The width/height refers to the embed code. 

Share the External Link or use the Embed Code to share your data.  

NOTE: Sharing the External Link or the Embed Code allows a person external to App.IntelliBoard.net access to view the full report and utilize all filters.  Please share and embed accordingly.

 

For additional assistance, please email helpdesk@IntelliBoard.net

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