Public
For Report Builder information refer to Report Permissions.
Overview
On the Enhanced Reporting home page are three tabs:
- All - which displays both your reports and those shared with you.
- My Reports - which displays reports you created and exclusively own.
-
Shared - which display reports that have been shared by and with.
Sharing a report with other users
- Next to the relevant report, click the Actions icon then Share.
- In the Share with people and groups pop up, you can configure who to share the report with and the amount of access.
- From the Share with others drop down you can select who to share the report with. This will list permission groups and users. After making a selection, define whether they will be able to view (read only) or edit the report.
- Alternatively, enabling the Global toggle will share the report will all users with any reporting access. This will share the report in read only mode, so they will be able to run the report but not edit it.
- Click Apply to keep the settings.
Once shared, the report will move to the Shared tab, and other reporting users will see that report in their Shared tab.
Stop sharing a report
Note: This may impact draft versions
- Click the Shared tab.
- Next to the relevant report, click the Actions icon then Share.
- In the Share with people and groups pop up, either
- next to the relevant user, click the bin icon
- disable the Global toggle.
- Click Apply to save the settings.
The report will then revert back to display in your My Reports tab.