Sharing and Exporting Studies
Private and Shared Studies
Every new study is Private — only the person who created it can open it. Sharing is a switch the creator flips when the work is ready for the rest of the team.
Each row on the Studies page shows its visibility as Private or Shared, and the toggle above the list filters by All, Private, Shared, or Archived.
Sharing with Your Workspace
Open the study and click the Private / Shared control at the top of the right panel, then choose Private or Shared with workspace. You can do the same from the ⋯ menu next to any study on the Studies page, where the action reads Share with workspace or Make private.
Either way you'll see a confirmation — "…" shared with workspace or "…" made private. If it fails, Couldn't update sharing.
Only the study's creator can change this. Everyone else sees the visibility as a plain label with the tooltip "Only the study's creator can change share settings."
Who Can See and Edit a Study
Sharing a study doesn't invite specific people — it hands the study to its workspace. From there, workspace permissions decide who can do what.
Creator
Yes
Yes
Yes
Yes
Workspace editor
Yes
Yes
No
Yes
Workspace viewer
Yes
No
No
No
See Members for how workspace roles are assigned.
Editors
Anyone with edit access to the study's workspace works in a shared study exactly as the creator does — pins, shapes, annotations, analysis, renaming, and archiving. The one thing reserved for the creator is the sharing switch.
Viewers
Read-only members can open a shared study and read all of it, including annotation threads, but can't change anything. They also don't get the New study button, since creating a study takes edit access.
Workspace access carries down the workspace tree. Someone with edit access to a parent workspace can edit studies shared in the workspaces beneath it.
Working in a View-Only Study
If you don't have edit access to a study's workspace, the study opens with a View only badge and the note "This is a view-only study."
Everything stays readable. Pins, shapes, analysis, and annotation threads all open normally, but the editing surface is gone. The map toolbar is hidden, tool shortcuts and undo/redo are off, right-click menus are disabled, and comment boxes don't appear. Auto-naming is skipped and the agent panel is hidden. Because Export sits in the map toolbar, it isn't reachable while a study is read-only.
Archived Studies
Archiving is how you get a study out of the way. Pick Archive from the study's ⋯ menu and confirm; the study is hidden from Recents and the studies list, but nothing is destroyed. There is no separate permanent-delete action.
Archived studies live behind the Archived filter on the Studies page. Open one and it's read-only with an "Archived — read-only." banner; click Unarchive there, or in the row's ⋯ menu, to bring it back (Study restored). Any editor can archive or restore a study, not just its creator.
Exporting a Study
Click Export in the map toolbar to open Export options — one menu for both formats. Pick the format, choose what goes in, then use the button at the bottom, which reads Generate PDF or Download Excel (Exporting… while it runs).
A finished document: table of contents, a cover page with the overview map, then a page or more for each included pin and shape, carrying its data — demographics, foot traffic, comparable stores, cannibalization, sales forecast, and site score. Which of those appear depends on what's enabled for your organization.
Generating a PDF re-runs the analysis and captures fresh map images, so it takes a moment; the progress pill moves through Preparing export, Running operations, Capturing maps, and Rendering PDF before Study exported. The file downloads as the study name plus the date, ending in .pdf.
Excel
A workbook for pulling numbers into your own model, with up to four sheets: Study, Comparables, Cannibalization, and Agent transcript. It downloads as the study name with an .xlsx extension. Excel carries no map images.
Choosing What to Include
Format — PDF or Excel.
The list below it — one row per pin and shape; switch off anything you don't want. Trade zones sit nested under the pin they belong to.
Appendix — Agent transcript, and Annotations (PDF only).
Layout — Site score on one page, with "Uncheck to give each lens its own page." (PDF only.)
The menu only offers what applies to the study in front of you: the score layout option is hidden when no pins are included, and the appendix rows appear only when there's a transcript or an annotation to include. With an empty map it reads Nothing to export yet and the button is disabled.
Annotation threads are included in the PDF appendix only. Comments left on pins and shapes aren't exported in either format.
Asking the Agent
The agent has no sharing or export tools. Flipping a study to Shared with workspace, archiving it, and generating a PDF or workbook are all things you do yourself.
What the agent contributes is content that ends up in the export: its thread can ride along as the Agent transcript appendix, and comments it writes on annotations print in the PDF appendix under the author Agent. See GrowthFactor Agent for what it can do inside a study.
Last updated
Was this helpful?