Once your report is built, it’s time to share your insights, whether with internal teams or external stakeholders. Caplena makes it easy to collaborate while maintaining control over who sees what and how they interact with your report.
Sharing and embedding are done from within Edit Mode.
How to Access Sharing Options
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Open the report you want to share.
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In the Edit mode, click the “Share” button in the top-right corner.
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A pop-up window will appear with internal and external sharing options.
Share with Team Members (Internal Sharing)
You can invite specific Caplena users to view or edit your report.
Steps:
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In the "People with access" section, enter your teammates’ email addresses.
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Set access level:
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View – allows viewing only.
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Edit – grants full editing capabilities.
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Click Done to confirm.
💡Tip: Use “View” access for stakeholders who just need to read, and “Edit” for collaborators who help build or update reports.
Share Externally (Public Sharing)
Need to share a report with people outside your organization? Caplena lets you generate a public link.
Steps:
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In the "Access outside of your organization" section, enable Shareable Link.
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Copy the generated link and share it via email, chat, or your preferred channel.
Optional Settings:
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Set a Password: Restrict access with a unique password.
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Add Expiration Date: Automatically disable access after a specific date.
💡Tip: Ideal for client-facing reports, one-time presentations, or vendor collaboration.
Embed a Report in Other Platforms
Want to display your report in a dashboard, intranet, or another tool?
Steps:
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Enable Shareable Link.
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Click “Copy embed code”.
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Paste the code into any HTML-supported platform
The embedded version always stays up to date with the latest edits in Caplena.
Good to Know:
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No Caplena account required for external viewers.
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Access controls still apply: set passwords or expirations for safety.