Share topic(s) in other Reports

You can share topics in several reports. That way, you can easily create any summary report based on topics from other reports.

Please note that a sufficient role is required to use this functionality.

Share a topic

• Open the Reports module

  Go to the Reports module.

  

• Add a topic

  Click the green plus button Add item to create a topic.

  

• Choose a topic from another report

  Choose Existing Topic from Other Report.

  

• Select the topics

  Select the source report and the topic(s) you want to add. Click the Add Selected Topics button.

  

• Recognize a shared topic

  An extra icon above the topic shows that it is included in multiple reports.

  

• Mind the change alert

  When a topic is modified, an alert notification is activated. Please note that any change is applied to all the reports where this topic is shared.

  

Unshare topics

• Choose how to unshare

  If you decide not to share topics any longer, you have several options:

1. Remove the slides (topics) from the report(s).

2. Disconnect and keep your own copy. Click the Share icon above your slide (topic). When you click the Unlink button, you can select the Disconnect and keep own copy option.

   

   

   

3. Remove the topic. Click the Settings icon above your topic (slide) and select Delete topic from all reports. You can then choose to remove only the update or all historical updates.

   Please note that the selected update(s) are removed from ALL reports where the topic is shared.