Sharing a report and granting report access

You share a report by assigning it to one or more roles, and giving each role either Read, Read and Write, or Owner level of access. Before you can share a report, you must move or copy it to the Shared Reports folder.

You must have the Report Management permission in order to copy reports in the Shared Reports folder.

To share a report:

  1. Ensure the report is in the Shared Reports folder.
  2. Right-click the report and click Modify.

    The Report Settings dialog box opens.

  3. Click the Permissions tab.
  4. Select the roles that define who should get access to the report.
  5. For each role, specify the level of access: Grant, View, and/or Edit.
  6. Click Save.

    Administrators assigned to the designated roles can now access the report as specified.