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I need to share the report that has been created with other users. How do I share the report and assign roles to those users?

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Nikhila
(@nikhila)
Member Admin
Joined: 2 years ago
Posts: 338
Topic starter  

Step 1: On the main navigation bar click on Library. (Refer to the image below). 

1671183623-Library.png

Step 2: The library has three sections to choose from. They are -  

  • Reports 
  • Charts 
  • Workflow 

Step 3: Click on “Reports”. Under ‘My Report’, the user is able to perform different actions. (Refer to the image below).  

1671183679-reportactions.png

Step 4: Click the share button to share the report to different users based upon the roles. (Refer to the image below). 

1671183712-actions1.png
Step 5: Share pop-up appears. You can share the report to a specific user and can assign a role to that user by clicking on the ‘Select User and Select Role’ drop drown provided. (Refer to the image below).  
1671183747-sharereport.png
Step 6: Click on the share button. The report is shared successfully.

   
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