How to Preview a Report and Add Comment

Collaboration is not limited to sharing the data with colleagues and clients but getting feedback and discussing it in detail. To avoid getting lost in email communication, Chartrics Cloud enables sharing, previewing, and commenting on the reports without switching to other tools.

You can share the report in Cloud and give your clients and colleagues access to preview and comment on it. Once the comments are added, they will be saved in the Cloud, and you will immediately get notified.

 

Method

  1. Go to the Report tab
  2. Select a report you have access to
  3. Preview and add your comments

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