AIV - Help Documentation

There are two ways in which a user can share a merge report in the AIV application:-

By clicking on the share icon located at the bottom most toolbar.
By right-clicking the report you want to share. We will use Merge report in this tutorial for the purpose of understanding.

Now perform the following steps in order to share the report Merge:-

Click on Share using one of the methods mentioned above which will open the following popup.

The user can select other users with whom the report will shared from the list of available users or search them in the search user bar.
In the similar manner, user can select/search different user roles with whom the report will be shared as follows:-

Visibility is used to mention who all can view the report and is of following three types:-
- Private:- It means only the current user / actual owner can view the file.
- Internal:- It means all the users within the organization can view the file.
- Public:- It means anyone can view the file.

The user can select the visibility from the dropdown menu as shown above.
In case of any further help, the user can click on the icon to access the AIV help documents.
Finally, in order to share the report, click on the share button. If the user is not satisfied and wants to cancel the share request, he can do this by clicking on the cancel button next to share or by clicking on button next to the icon.
As the report is shared with user named Demo, the report will be visible in the Merge Reports section when login is performed with the credentials of user Demo.

In this manner you can share your merge reports with other users in the AIV application.