Share Information with your clients

Owned by Beena Wankar (Unlicensed)
Last updated: Apr 26, 2016 by Rashmi Likhite

During the life of a project, there is a lot of information that you may require to share with your client. Celoxis allows you to define any report and "share" it with a specific client or with all clients. A report shared in this manner will appear in the list of reports when the client logs into Celoxis. The client can customize their own dashboards to display any of these shared reports. All information EXCEPT financial information can be shared with your client. Financial information for example is, cost, rates, billing amounts or the custom fields which you mark as financial field.

To share reports with clients:


  1. From the main menu, click Reports > All Reports.
  2. Edit the existing report or create a new one to be shared.
  3. On the New/Edit report page, under Visible to Clients, select the appropriate client you wish to share the report with.
  4. Click on Save.