Reporting 2.0 - Share Report

The feature for sharing reports is located in the upper-right corner of the Build tab. The option is only visible to users who have permission to share reports.

Users without permission to share reports can still receive shared reports, but constraints (for other permissions, such as Reporting - Core permissions) will be respected. For example, if you share a report that contains data around Location A and the user receiving the report is constrained to only see data for Location B, the report would not contain any records.

To access Reporting 2.0, go to Reports > Reporting 2.0.

Share a Report

  1. Click the Share icon to open the sharing flyout.

  1. Search for the users and OUs with whom you would like to share the report.
  2. Check the box to the left of the users and OUs with whom you would like to share the report. There is no limit to the number of users you can share with.
  3. Click the Selected tab in the flyout. This tab displays the users and OUs you have selected and allows you to determine their view and edit access for the report, as well as include or exclude subordinates.

  1. Set the view and edit access by clicking the viewing options drop-down to the right of the user or OU details. The following options are available:
    • Can View - This option is selected by default. Users will only be able to view the shared report and cannot edit it.
    • Can View and Edit - Select this option to allow users to view and edit the shared report. If a user receives edit access, they will have access to make changes to the master copy of the report. This means that any edits a shared user makes are also reflected in the original report.
  2. Click Select to save the share settings. Then, click Save on the report to save and share the report.

Frequently Asked Questions