- Sharing Reports
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Forum Posts
- What does the Advanced Security Extension Provide?
- Changing the Access Permissions of an individual record
- If I change the Mandatory Permissions Ruleset does this update all records
- How do I control access to the Mailing List functionality?
- How do I control the ability to export data?
- Creating a Report to show the revenue per Order for specific Products
- Reporting on the Organisations related to Opportunities
- Using a conditional average formula
- Identifying Customers who have stopped spending with you.
- Configuring a Dispatch Address using a Dynamic Picklist
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.