Borealis, through the Analytics feature, provides you with several options to view and organize you data in a comprehensive and easy-to-visualize way. The Share function lets you share a report through a Copy link, share by email or to share report with restricted access.
Copy link
The Copy Link option generates a direct URL to the report within Borealis. This link can be shared with other authenticated users.
When accessing the report through the link, users will see the data based on their own permissions. If a user does not have access to certain data, it will not be visible to them.
This option does not grant additional permissions and does not modify access rights. Users must be logged into Borealis to view the report.
How to copy a report link
Navigate to the Reports section of the Analytics feature.
Open the report you want to share.
Click the Share button in the upper right corner of the report window.
Select Copy link.
The link is automatically copied to your clipboard.
Paste the link into an email, chat, or other communication tool to share it.
Share by email
When sharing a report through email, you are sending a copy of your current report to someone. When viewing the report from their inbox, they will have access to the same data you have access to.
- Navigate the the Reports section of the Analytics feature.
- Select and open the report which you want to share.
- Click on the Share button in the upper right hand corner of the report information window.
- Select Share by email.
- Fill in the information in the Share window. The Users drop-down list allows you to select who will receive the report.
- Add a message (optional).
- Check Include PDF, if you want to send a PDF attachment of the report.
- Click the Share button.
View a Shared Report From Your Inbox in Borealis
After sharing a report with another user, they can use the View report button to open the report directly in Borealis.
Important information : When viewing a report directly in Borealis, the data may differ from the email version if you have different access rights.
Shared Report with Restricted Access
In addition to sharing a report by email or link, Borealis allows Superusers to share a report with restricted access. This option provides controlled, view-only access to a report directly within Borealis.
A restricted shared report:
- Is accessible only to explicitly selected users or groups.
- Displays the report data based on the rights of the user performing the share.
- Does not grant additional permissions to recipients.
- Disables drill-down to underlying records.
- Requires authentication in Borealis to be accessed.
Create a Shared Report with Restricted Access (Superusers only)
- Navigate to the Reports section of the Analytics feature.
- Select and open the report you want to share.
- Click on the Share button in the upper right corner.
- Select Share restricted report
- Select the users or groups who should have access to the report.
- Add a message (optional).
- Click Share to confirm.
Access a Restricted Shared Report
Users who have been granted access will receive an email notification with a direct link to the report. They can also find the report under the Reports shared with me tab in Analytics.
Restricted shared reports are view-only. Users cannot edit the report, modify filters, or drill down into underlying data.
Access for Users Without Standard Permissions
Users who are created without standard Borealis access rights will have a limited experience when logging into the platform.
Upon authentication, these users will not see the full Borealis navigation or modules. Instead, they will be redirected to a single dedicated page displaying only the reports that have been explicitly shared with them.
From this page, users can:
View the list of Restricted Shared Reports available to them
Open reports in view-only mode
Access report data strictly within the limits defined by the Superuser’s access rights.
These users:
Cannot navigate to other Borealis modules
Cannot access underlying records
Cannot modify reports or filters
Do not gain additional system permissions
This ensures secure, controlled visibility while maintaining strict data governance.