Sharing Reports

By default, Workbooks reports are private to the user who created them. This runs through how to share reports with other Users.

By default, Workbooks reports are private to the user who created them.  To share a report with another User or User Group follow the steps below:

• Open the report you want to share.
• Click Edit this Report (in the column on the left-hand side).
• Click Sharing Permissions (the padlock at the top of the report).
• Click Add Rule. From the dropdown picklist choose the User/User Group with whom you want to share the report and use the checkboxes to control what that User/User Group can do. If you give another User permission to modify the report, it might not look the same the next time you open it!
• To add more Users/User Groups click Add Rule again.
• To finish, click Save & Close.