Share a report

To make sure everyone is viewing the same information, you can share your configured report with one or more user groups.

When you make a user inactive all their shared items are still available. An administrator can change or disable any of their shared reports.

View a shared report

• With the Shared Reports: View permission you can see and run shared reports.
• A standard user may rely on reports created by their manager to complete tasks.
• If you have a shared report you don't want to see you can hide it from your view.

Edit a shared report

• With the Shared Reports: Edit permission you can update the report filters and change the name of the report.
• Any changes to a shared report affect everyone else, only give this permission to experienced users.

Create a shared report

With the Shared Reports: Create permission you can share any saved report with one or more user groups. This type of expert user might be a department supervisor.

Report administrator

• A separate permission, Report Administrator: Manage, lets you manage all shared reports.
• The Report Administrator can edit or delete any shared report created by any user.
• This permission also lets you add or remove a user group or unshare the report. This administrator permission could be assigned to a department manager.

Steps to share a report

1. In the Reports module, select a report in My Reports
2. Click More actions and Share....
3. Add one or more user groups.
4. Click Share.

Unshare a report

1. Select the shared report.
2. Select More actions and Share....
3. Click the word Unshare.
4. Select Unshare. All users lose access to the report.

Manage shared reports

If you don't want to see a shared report you can hide it from your view. 

Select Show All Reports Shared with Me to see your hidden and visible shared reports.