As your business grows, so too does the list of people outside your company who need to access to data and reporting. Financials for investors. Marketing and media spend for agencies. The list of people—and their tailored reporting requests—goes on and on.
Exporting charts and analysis into keynote decks or CSVs for external business partners can be tedious and error-prone. The process disconnects the reporting from the raw data, forcing you to repeat all the work again when a update request comes in. These inefficiencies take time away from valuable internal projects.
Now you can share reports with people outside your organization, via email or URL.
How external sharing works
After the admin of your Mode organization has enabled external sharing, you can turn on external sharing on a report-by-report basis. Whether you choose to share via email or URL, the external sharing option generates links that lock down the content so the recipient can only see what’s in the report view and the resulting data, not the underlying queries.
Once you’ve finished building a dashboard and are ready to send it off to an external partner, click Share and toggle on External Sharing.
With the external sharing toggle flipped on, you’ll be able to enter any email address. When recipients click the link from their email and aren’t authenticated into your organization, they’ll see just the report view, with no links to refresh or view the underlying SQL code.
Sharing via URL enables you to specify if you’d like to share the report or the run. When sharing the report link, recipients will be able to see the latest-and-greatest results. To share a specific report run, use the run link instead.
External sharing is available as a part of the Mode Plus Plan. Want to learn more about going Plus? We’re happy to chat about external sharing and the other Plus Plan features that make your Mode experience faster and easier than ever. Request a demo or email us at email@example.com
Mode’s got a whole lot more to share
We’ve been rolling out features all week to cross items off the wish lists of both analysts and their business partners. We’ll keep launching a new feature a day until December 16.
Whether it’s a favorite SQL editing feature like highlight to run, or dead-simple in-app reporting functionality, we’re always adding features to ensure Mode is where large companies turn for data and analysis.
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