Working with Shared Reports
You can share saved reports and user folders with other users or user groups. Similarly, other users can share reports and user folders with you.
As the report/folder creator, you can modify and delete your shared reports and folders. Use the Reports tab to view properties associated with shared elements. This information can be useful to determine the impact of modifications or a deletion. Reports listed in the tab indicate if sharing is active, and identifies who the report is shared with.
To view a list of reports, dashboards and user folders shared with others:
- Click Reports.
- Go to Home > Shared by You in the navigation panel.
As the report/folder recipient, you are limited in the actions you can perform on the report or folder. Shared reports can be emailed, exported or can trigger an alert. You cannot edit or delete shared reports or folders.
If the report creator updates the report, it is automatically updated in your section.
When Home Pages are defined for you through User Groups, those reports and dashboards are displayed as shared reports under the section. Once reports are assigned as Home Pages by a system administrator, they can be removed or resorted by a user. When a report has been removed as a user's Home Page, the user can still view it, run it, and save a new version of it using the section.
See User Home Pages and User Group Home Pages.
To view a list of reports and user folders shared with you:
- Click Reports.
- Go to Home > Shared with You in the navigation panel.
Use the tab to view properties associated with shared reports. This information can be useful to determine the impact of stopping the sharing, modifications to the report, or a deletion.
To stop sharing/unshare reports and dashboards:
- Open the Reports tab.
- Go to Home > My Reports in the navigation panel.
- Select the report or folder you want to stop sharing.
- Click Share on the Action bar and clear the checkbox against the user or user group with whom you want to stop sharing the report or dashboard.