Plan Availability	All plan types
Permissions	Workspace Administrators, Solution Creators and Solution Managers: Share and configure read-only Grid View links.
Related Reading	Shared Grid View Sharing Saved Views Shared Card View Public Dashboard Sharing

How to Share a Grid View Report

Share a Grid View report with external parties in just a few steps:

Access the Grid View: Open the Grid View report you want to share.
Configure Fields to Display: Use the toolbar to select which fields are visible to the recipient.
Click Share View: Locate and click the Share View option in the toolbar.
1. Configure Settings for the Shared view:
  - Share all fields. Shares all of the records’ fields, in addition to the ones displayed in the grid.
  - Allow viewers to open records. Allows viewers of the shared view to expand records to see all of their field content.
  - Display toolbar. Displays the report toolbar in the shared view.
  - Restrict access with a passcode. Requires the user to enter a configurable passcode to view the shared content.
Copy the Link: Click the Copy Icon (located to the left of the link).
Send the Link: Share the copied link with the external party. 🎉

Features of the Shared Grid View Link

Read-Only State:
- Recipients can open records if “Allow viewers to open records” option is enabled in the Share View control
Toolbar Functionality:
- Recipients can use the toolbar to filter and sort data.
- The toolbar can also be hidden. To learn how to do so, go to this article.
Real-Time Updates:
- Changes made to the Grid View are reflected in real-time on the shared link after the page has been refreshed.

Note: Viewable links may be restricted with the “Restrict access with a passcode” option in the Share View control

Scenario: A project manager wants to share a progress report with a client.

Solution: Share a read-only Grid View link with fields selected to highlight key project milestones.

Outcome: The client has real-time access to the data without the ability to modify it, ensuring transparency and security.

Scenario: A department head needs to share budgetary data with external auditors.

Solution: Configure the Grid View to display relevant financial data and share the read-only link with the auditors.

Outcome: Auditors can review the data securely and efficiently.

Scenario: A sales team wants to share filtered leads data with external marketing consultants.

Solution: Use the toolbar to filter leads by region or priority, then share the customized read-only link.

Outcome: Marketing consultants can focus on the most relevant leads without accessing sensitive records.