> ## Documentation Index
> Fetch the complete documentation index at: https://docs-bo.clear-gate.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Shared Reports
> Manage reports that have been shared with customers through the customer portal.
**Role access:** Current Shared Reports are visible to **Admin** users. Archived Shared Reports are also **Admin only**.
## Overview
Shared Reports are reports that have been sent to customers through the customer portal. This section lets you track customer access, download activity, and manage report visibility.
## Current Shared Reports
Navigate to **Current Shared Reports** from the sidebar.
### Table Columns
| Column | Description |
| --------------------- | ----------------------------------------------------------------------------------------------------------- |
| **Customer** | Customer name (sortable, searchable) |
| **System** | System name (sortable, searchable) |
| **Plan** | Standard or Comprehensive |
| **Retest Status** | Current retest state (Not Started, Our Action Required, Waiting Customer, Completed, Not Performed, Review) |
| **Report** | Download status badge — indicates if the customer has downloaded the report |
| **Activity Approval** | Download status badge for activity approval document |
| **Final Report** | Download status badge for the final report |
| **Shared Before** | Date the report was shared (sortable) |
| **Retest Owner** | Assigned retest owner (sortable) |
| **Users** | Number of customer users with access (sortable) |
| **Visibility** | Whether the report is Visible or Invisible to the customer (sortable) |
### Actions
| Action | Description |
| ------------------------ | --------------------------------------------------------------------------------------------- |
| **Replace Retest Owner** | Transfer the retest ownership to another team member |
| **Manage Users** | Control which customer users can access the report |
| **Copy Report Password** | Copy the report access password to clipboard |
| **Download Report** | Download the report document |
| **Send Reminders** | Send reminder to customer (available for Comprehensive plans with Waiting/Not Started status) |
| **Manage Documents** | Upload or manage report documents |
| **Archive** | Move the shared report to archived |
### Filtering & Sorting
* Search by **Customer** name (autocomplete)
* Search by **System** name (autocomplete)
* Sort by any sortable column (ascending/descending)
* Pagination: 10, 25, 50, or 100 entries per page
## Archived Shared Reports
Navigate to **Archived Shared Reports** to view previously shared reports that have been archived.
Archived shared reports have the same structure as current shared reports. They can be restored if needed.
## Download Tracking
Each shared report tracks whether the customer has downloaded:
* The **Report** document
* The **Activity Approval** document
* The **Final Report** document
Status badges indicate the download state for each document.
