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How do I share reports?

  1. Go to Reports > All Reports.

  2. Look for the report that you would like to share. If needed, you can use the search bar on the right-hand side of the page to help locate the report.

  3. Double-click on the report to open it.

  4. Under Properties, check the box next to Shared to make the report visible to other users. 

  5. (Optional) Check the box next to Locked if you would like to make this report ineligible for user edits. If the box is NOT checked and your report is set to Shared, then users with Create access to this report type will be allowed to edit and delete your report.

  6. When finished, click Save to retain your changes. The report will now be visible to all users with Read Only or Create access to this report type.