Short Answer: Click the "Share" button, enter email addresses in "Enter email address", choose role from the dropdown, pick "Private" or "Public", then click "Save & send invites" or "Copy link".
PreRequisites
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You are signed in.
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You have permission to share the report (Owner/Admin may be required).
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Report detail page is open.
Steps
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Open the reconciliation report page.
Top action buttons including "Share" are visible. -
Click the "Share" button.
The "Share this report" modal opens. -
In the modal type email addresses into the "Enter email address" field and use the role dropdown (e.g., "Member") to assign a role.
Emails appear in the invite field and the selected role is displayed. -
Review "People with access" to confirm existing viewers and roles.
List shows current users and their roles (e.g., Richard Roe — Admin). -
Under "Report access" choose "Private" (Only team members can view) or "Public" (Anyone with the link can view).
Selected access option is highlighted. -
Click "Save & send invites" to send invites (or click "Copy link" to get the shareable link).
Invites are sent (or link copied) and people gain access as configured.
Troubleshooting
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I cannot find or click the "Share" button.
Likely Cause: You do not have permission to share reports.
Action: Ask the Organisation Owner or an Admin to add the people or change access settings. -
Invite emails are not delivered or invalid.
Likely Cause: Incorrect email format or mail delivery issue.
Action: Verify the email addresses in "Enter email address" and resend; use "Copy link" as a fallback.
Note: Choose "Public" only when you want anyone with the link (no login) to view the report; public view shows the site header with "Sign in" and "Start for free".