Sharing Reports with Stakeholders and Executives

Options on sharing reports to non-Pie users

1. Give them Pie licenses :)
   
   
2. The Report Dashboard Table has a Print to PDF file option so you can then email it off to the stakeholders. To do this, go to the Dashboard Table page and to the right of the Portfolio Summary label you will see the three-dot (...) kabab icon. Click on this and select Print to PDF as shown here:
   
   
   
   
3. In a project, if you want to share the project's TIMELINE tab view, you can click the "share" button as shown below. This will create a URL link which you can then provide to anyone, including those without a Pie license. Then can then view the TIMELINE page in read-only.
   
   
   
   
   
4. For other visuals you can easily capture and paste screenshots into PowerPoint, Word, etc. and then convert those into PDFs for easy emailing. Most of our customers like this approach since you can pick and choose exactly what visuals to share and it's quick and easy to do.
   
   
5. To get fancy, you can download project portfolio data from the Data Download page as a CSV or Excel data file and turn it into an Excel Pivot table or diagrams. If you have a BI tool like MS PowerBi or Tableau, you can import the CSV into one of these tools and build all kinds of visuals. Once you have it set up in those tools, then you can save the report template and just update it whenever you need with fresh data.