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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 ReportsMore Reports.

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

    • Use the Built filter to easily find the report.

  3. In the top-right corner, select sharing_icon.svg [Sharing].

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

  4. Select plus-circle-solid__1_.svg [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.

  5. Select caret-down-solid.svg [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.

  6. Select Add members.

  7. 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.

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