Gem provides robust sharing, saving, and exporting functionality in Pipeline Analytics so you can collaborate cross-functionality with a couple of clicks.

Saving Reports

In Pipeline Analytics, once you’ve filtered on whatever view you want to keep or share with teammates, you have the option to save that report by pressing the Save button in the top right of the Gem app. 

Title the report and choose between making it a Shared report (everyone can access) or a Personal Report (only you and team admins can access). 

Once you’ve saved it, you’ll be able to access your report in the left navigation bar.

Sharing Reports

To Share the report you’ve saved, press the Share button in the top right of the Gem app. 

Enter the email address of the person you want to share the report with or copy the link and send it to the user who can then access the report.

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