- Sharing Reports
Introduction
Training
Desktop Environment
Activities
Cases
Email
Forecasts & Quotas
Importing Data
Leads
Marketing
Opportunities
People & Organisations
Reporting
Transaction Documents
Workbooks Glossary
Workbooks Mobile Client
Outlook Connector
Preferences
Auditing
Configuration
Releases & Roadmap
Administrator Service
Support
Forum Posts
- How do I control access to the Mailing List functionality?
- How do I control the ability to export data?
- How do I add/remove users to/from a user group? How can I add/remove capabilities?
- Deleting Records
- Access to records
- Configuring a Dispatch Address using a Dynamic Picklist
- Why are the save buttons missing when I copy a report?
- Reporting on NULL or Blank values
- OR statement
- Functions within IF functions
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);
- Open the Access Permissions tab;
- Click Add Rule. From the dropdown picklist choose the User/User Group with whom you want to share the report;
- To add more Users/User Groups click Add Rule again;
- To finish, click Save & Close.