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