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Open the share dialog from the Share button in the report’s top bar. The button is visible to users with edit or owner permission on the report.

Share with teammates

In the Share with users section, search for teammates in your organization and grant each one a role:
  • Can view — read the report, but not edit or share it
  • Can edit — edit the report content and manage sharing
  • Owner — the report’s creator; full control
The access list below shows everyone with access and their role. Use it to change a role or remove someone’s access. If someone’s access is removed while they have the report open, they see a notice and are returned home.
Reports are shared per user or via the public link. There is no option to share a report with your entire organization at once.
The share dialog has a visibility selector:
  • Private — only invited users can access the report
  • Public — anyone with the link can view the report
Switching to Public generates a share link and shows “Report is now public.” Copy the link with the copy button. Anyone who opens it can read the report without a Merciv account. Public visitors get read-only access to the report and the sources it cites; they can never edit. Switching back to Private shows “Report is now private — The public link no longer grants access.” Old links stop working immediately.
Turning a report private revokes the public link for everyone, instantly. If you make it public again later, a new link may be issued, so previously shared links may no longer work. Re-share the current link to be safe.

Export to PDF or Word

From the download button in the report’s top bar, choose:
  • PDF — you’ll see “PDF Exported!” when it completes
  • Word Doc — you’ll see “Report Exported!” when it completes
Exports include the current document content.
If an export fails, try the other format. Very large or unusually formatted documents occasionally fail in one format but succeed in the other.

Reports overview

Creating, editing, and collaborating on reports.

Sharing and permissions

How access works across Merciv.