The Companies section allows you to create external companies so that you can share reports with them. External companies do not need a license for AnalytiQs.
To create a Company, click ‘Add.
Then fill in the Company Details.
Remember to add a Company Relationship:
C – My Customer
S – My Supplier
P – My Prospect
A – My Associate
Sharing Reports with External Companies
You can share reports you have created with external companies. Go to ‘Share’ in the Report and click ‘Contacts’. You will see a list of all of the Companies you have created.
To select a user, click the ‘+’ next to their name and they will move to ‘People Added’.
- ‘I have selected the Mail icon and chose ‘Daily’. This means he will receive a daily email with the Report.