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Share a custom report

You can share your custom report in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

You can easy share your custom report but remember to assign the Custom Reporting Standard user permission to any employee who needs access to these reports, otherwise they won't be able to see the custom reports menu item.

⚠️Important: Reports can only be shared by role, not individual users. Shared users see only data they already have access to, but gain visibility of all report columns regardless of other permissions.

You can share your custom report, or any report created by you on the custom reporting area, if you follow the below steps:

  1. Click Reports then click Custom Reporting.

  2. Click into the report you want to share then click Options.

  3. Click Share.

πŸ“ŒNote: You can also watch our video that presents an overview on the custom reporting feature.

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