If you only watch one thing, watch this:
Share Center is our version of a Client Portal or a Reporting Hub. Basically, all of MixShift's reports for a given merchant are brought together into a single, shareable Master Link. We have also added the ability to change the view password, lock down the report via a 'View-only' setting, as well as Show or Hide a given report in the Master Link. It makes sharing reporting with your clients or team a breeze, and you never have to touch it as new reports are automatically included in the Master Link as we release them.
*Note that you used to be able to share reports from Report Center. That has been deprecated with this release as we wanted to give you a single place from which to share reports, as well as manage the shared reports separately from those you are working on internally via Report Center.
**All previously shared reports are able to be viewed normally, but will redirect to a new MixShift based domain. The report passwords will remain as the default, but you can now edit each to be customized for each client or report, which we recommend doing to help improve the security of your reports.
Check out the Overview here, while we have specific help videos for use included below as well:
To see what you can do in Share Center including editing a report password, setting as View only, and showing/hiding a report, watch the video here:
To see what's in the Master Link and how to use it, watch the video here:
To learn what a client or shared user sees when you share a report with them, watch the video here: