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Datasource Connection

Connect datasource

Explore datasource

Datasets

Create Dataset

Create Datasets with AI

Datasets with parameters

Reports

Add Reports

Reports with parameters

Publish Reports

Dashboards

Create Dashboards

Publish dashboards

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How to Publish a Report

Publishing a report in FlowTrail AI allows you to share your insights with others. Follow these steps to publish your report:

Step 1: Click the Publish Button

• While viewing your report, locate the "Publish" button at the bottom of the screen.

Step 2: Choose Publishing Options

• Clicking the "Publish" button will open a pop-up window where you can choose the publishing options:
• Public: Select this option to make the report accessible to anyone with the link.
• Private with Password: Choose this option to restrict access to the report with a password. Enter a password of your choice for added security.

Step 3: Confirm and Publish

• After selecting your preferred publishing option and entering any necessary details (such as a password for private sharing), click the "Publish" button to finalize the process.

Step 4: Share the Published Report

• Once published, you will receive a shareable link to the report. You can distribute this link to others who wish to view the report.

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