The Report Designer > Access tab allows users to:

• View and change the report owner.

• View the list of current shares.

• Add and remove shares.

• STEP 1: Open an existing report if not already open.

• STEP 2: Click Access in the left menu.

The report’s current shares will be listed, showing the people the report is shared with and their assigned access rights.

• STEP 1: To remove a single share, click the Remove (x) icon at the end of the row.

• STEP 2: To remove multiple shares simultaneously:

  • Tick the checkbox in front of each row.

  • Click the Remove Selected icon (waste basket).

• STEP 3: To edit existing shares, make the changes and click Save at the top to apply them.

• STEP 1: Click the Add Sharing button above the list to add a new row.

• STEP 2: Select the type of people to share with: Everyone, Role, or User.

• STEP 3: If Role or User is selected:

  • For Role: Select a role from the dropdown list.

  • For User: Click the Plus (+) icon to open the All Users pop-up.

    • Choose to search by User Name, Email Address, or Role. Select All to search all fields.

    • Type a partial name in the search box and click the Search icon.

    • Only matching users will be displayed.

    • Select one or more users and click OK to close the pop-up.

• STEP 4: Select an Access Right (see tables below).

• STEP 5: Click Save at the top to save the list of shares.

• STEP 1: The report owner is displayed next to the report name.

• STEP 2: To change the owner, click the Plus (+) icon to open the All Users pop-up.

• STEP 3: Select to search by User Name, Email Address, or Role. Select All to search all fields.

• STEP 4: Type a partial name in the search box and click the Search icon. Only matching users will be displayed.

• STEP 5: Select the new user and click OK to close the pop-up.

• STEP 6: Click Save at the top to save the report with the updated owner.

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