- 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);
  • 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.