This article contains:

Table of Contents

1. Configuring Sharing Access

The Report Designer > Access tab allows users to

2. View List of Current Shares

Open an existing report if not already open.

Click Access in the left menu.

Report’s current shares will be listed, showing the people being shared with and the access rights.

To remove a share, click the remove icon (x) at the end of that row.
To remove multiple shares at the same time, tick the check-box in front of each row, then click the remove selected icon (that looks like a waste basket).
You can also edit the existing shares, then click Save at the top to save your configurations.

Click the Add Sharing button above the list to add a new row in the list:
Select the type of people to share with: Everyone, Role or User.
Select the specific Role or User (not applied for Everyone option).
- For Role, select a role from the drop-down list.
- For User, click the plus icon to open All User pop-up.
Select either User Name, Email Address or Role to search for. Select All to search for all fields.
Type a partial name into the search box and click the search icon (
Only matching users will be displayed.
Select one or more users then click OK to close the pop-up.
Select an Access Right (See details in List of Access Rights table below).
Click Save button at the top to save the list.

List of “Share With” Options
Share With Value	Specific User		Specific Role		Everyone
Interaction	This User		This Role		All roles/users
List of Access Rights
Interact with shared report	Full Access	Quick Edit	Save As	Locked		View Only	No Access
View the report with filter interaction	✔	✔	✔	✖		✔	✖
View the report with NO filter interaction	✖	✖	✖	✔		✖	✖
Modify the report in Quick Edit mode	✔	✔	✔	✖		✖	✖
Modify the report in Report Designer	✔	✖	✔	✖		✖	✖
Save changes in the report	✔	✖	✖	✖		✖	✖
Save As changes in the report	✔	✔	✔	✖		✖	✖

The Effect of Access Rights on Category Availability
Access Right	Full Access	Quick Edit	Save As	Locked	View Only	No Access
Visible Category	✔	✔	✔	✔	✔	✖
Categories allowed for saving reports	✔	✖	✖	✖	✖	✖
Access Rights Precedence (Higher Access Right covers lower ones)
Access Right
Full Access
Save As
Quick Edit
Locked
View Only
No Access

The Report Owner is displayed next to the report name.

To change Report Owner:

Click the plus icon to open All Users pop-up.
Select either User Name, Email Address or Role to search for. Select All to search for all fields.
Type a partial name into the search box and click the search icon (.
Only matching users will be displayed.
Select the user then click OK to close the pop-up.
Click Save button at the top to save the report together with the owner.