Build reports

Share and export reports

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This document covers how to share and export your report. For more information about reports, see Reports overview.

User requirements

Limitations

  • A maximum of 10,000 rows per table appears in exports.
  • Before exporting a report for the first time, you must publish it.
  • Cross-organization sharing of reports is not yet supported.

Share a report with other members of your organization

To invite a specific member or team to access your report:

When you share a document with someone, they are also granted View access to the data in the connection data sources.

  1. From the document menu, select Share and export > Share.
  2. Search for and enter an email address, organization member or team in Sigma you want to share your report with.
  3. In the Permission dropdown, select your desired permission. For more information on permission options, see Folder and document permissions.
  4. Repeat for any additional members or teams.
  5. To add a message along with your report, enter a message in the Add a message field.
  6. To send an email notification along with your report, select the Send email checkbox.
  7. Select Share.

To share your report with everyone in your organization by link:

Guest users and external users cannot access a report shared with your organization.

  1. In the report header, click Share () to open the Share Report modal. You can also share a report from the document menu.

  2. At the bottom of the modal, turn on the Share with everyone in your organization toggle.

  3. For All members of your organization, choose from the available permissions. The following permissions are available:

    • Can view
    • Can explore
    • Can edit

    After you set the permission, the report can be shared.

  4. Click Copy Link to copy the link to the report to share with others.

Download a report

You can download the published or draft version of a report as a PDF:

  1. Open the document menu of the report, then select Share and export > Export.
  2. When the Direct download option appears, select Export.

Send or schedule report exports

You can send ad hoc exports, or schedule exports for a later time. There are multiple destinations and formats you can export a report to.

To export the latest version of a report, you need to publish any draft changes. Publish your report and then Go to published version before exporting your report.