Share a report with users

A new report is visible to its creator only. If you want colleagues to see the report in their own Reports menu, you have to share it explicitly.

Sharing

1. Go to Reports > Views > Manage reports.
2. In the column behind the report, click Not shared (or Shared, if it is shared already). The Shared with dialog opens.
3. Under Already shared with you see who the report is currently shared with.
4. Under Share pick an option — Everyone, a user group or a specific user — and click the green plus icon to add it.
5. Click Save. Remove an existing share with the red bin icon behind that line.

Who may share?

Only the owner of a report can share it; on someone else's report the button does nothing. The Manage reports screen itself requires the right report_manage_report.

What the other person sees

A shared report appears in the other person's Reports menu, provided they have the right menu_report. They run the report with the settings you defined — the calculation is the same for everyone. If you change the settings later, that applies to all shared users immediately.