Sharing a Report

If you need to share a report, the best way to do this is by ensuring it is saved in a shared folder. 

  1. Use the App Launcher (the 9 dots on the left hand side of the screen) or your personal menu to go to 'Reports' 
  2. Down the left hand side, go to 'All Folders' 
  3. Search for the folder you want to amend if you are not able to see it in the list 
  4. Click the drop down arrow on the right hand side and click 'Share' 
  5. A popup will appear where you select individual users, or groups to share with 
  6. From the drop down where it says 'Users' select the relevant option - you can share with individuals, Roles, Roles and Subordinated or Public Groups 
  7. Once you have selected what you need, then start typing in the 'Names' field and select the correct option 
  8. Then select the level of access 
  9. Then click 'Save' and the specified users/groups/roles will gain access to all reports within that folder