×
Menu
Index

Share a Custom Report

 
1.     Make sure the custom report you want to share is highlighted.
 
2.     To share the custom report, choose one of the following options:
 
·     Click Share on the Ribbon.
 
·     Right-click in the listing pane, and select Share from the drop-down menu that appears.
 
3.       The Share Custom Report dialog box will open.
 
4.       Click the Add User or the Add Role button.
 
5.       Select the user you want to share the custom report with by typing his/her name and/or role in the text field, or scrolling through all users and/or roles.
 
6.       Double-click the user’s name and/or role to confirm your selection.
 
·         Click the Allow Manage checkbox if you want the user or a particular role to have the ability to edit, share, delete, or clone the shared custom report.
 
7.       Click Save.
 
·         Shared custom reports will have the  Share icon displayed beside the title.