Share overview

You can curate, share and schedule projects as PDF or CSV files to recipients in your organization or with anyone else using the options available from the Share menu in Analysis Workspace or when you select Share at the top right of the interface.

Share options

Option
Description
Share with Workspace users
Make a project available to other Analysis Workspace users in your organization. Share with specific users, or create a shareable link for quick access to a project. Users are required to log in. Learn more
Share with anyone
Grant read-only access to Analysis Workspace projects to people who don’t have access to Customer Journey Analytics. Learn more
Export file
Send a project as a CSV or PDF immediately to specified recipients. Learn more
Schedule file export
Send a project as a CSV or PDF on a schedule to specified recipients. Learn more
Curate project data
Limit the components (dimensions, metrics, filters, date ranges) available in a project. Learn more
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