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Sharing Reports

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).
  • Click Add Rule. From the dropdown picklist choose the User/User Group with whom you want to share the report and use the checkboxes to control what that User/User Group can do. If you give another User permission to modify the report, it might not look the same the next time you open it!
  • To add more Users/User Groups click Add Rule again.
  • To finish, click Save & Close.

NOTE:  If a User has permission to modify a report, they can add/remove columns, change calculations, edit the criteria, add new views and so on. If they do this, any changes they make are retained even if they do not click save.

Related content

How to create reports, and an overview of what the different options are that are available.

How to view your reports, and the benefits of using Categories to separate out different types of reports.