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Topic starter
16/12/2022 9:40 am
Step 1: On the main navigation bar click on Library. (Refer to the image below).
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).
Step 4: Click the share button to share the report to different users based upon the roles. (Refer to the image below).
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).
Step 6: Click on the share button. The report is shared successfully.