Share report
You can share your report with your colleagues. The report will be visible in their archive.
To share a report:
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Open the report template using one of these methods:
- Select the report template in the list, and click Open.
- Click on the report template card.
- (In List view) Double-click the report template in the list.
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If relevant: Set the date parameter and any other available parameters.
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Click Run.
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Click Share. The Share report dialog is displayed. If the report has been shared previously, you can see when and with whom the report was shared.
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Note: The Share button is not available if the report is a draft. Click Publish.
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Select the users with whom you want to share the report:
- Search: Use the Search field to search for and select individual users.
- Roles: In the top part of the list, you can select one or more roles. The report will be shared with all users belonging to the roles you have selected.
- Users: Select individual users in the list.
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Note: You can only share the report with users who have permission to view the report data.
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Click Share. The button changes to blue and status Shared. The current edition of the report is also archived.