Share a Custom Report

You can assign different roles and permissions and share your custom report with other users in your account.

1. From the left navigation menu, select [Engage] → Reports → More Reports.

2. Select Category and filter for Built [Unchecked box].

3. Find and select a custom report that you’ve created.

4. In the top-right corner, select [Sharing].

   • This icon will only be visible on custom reports that you own or where you’ve been given the owner's permission.

5. Select [Add] to give members access to the report and start typing the names of these members.

   • The names will auto-fill once you start typing.

6. Select [Drop-down] and choose a specific permission.

   • Owner: Owners can edit or delete a report or change other users' permissions.

   • Editor: Editors can edit the existing report.

   • Viewer: Viewers can only view the existing report.

   • Remove: Remove a member’s report access.

7. Select Add members.

8. Select Save.

   • Optionally, select Copy Report Link to copy a direct link to the report on your clipboard.

General access: Check All members in the account can view this report to give everyone in this account viewing permissions.