Share personal reports

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You can share, or convert, any personal report into a common report using the Save As option.

To share a personal report:

  1. In the user dropdown on the Global bar, select My personal settings in this app.

    User dropdown on the Global bar showing My personal settings in this app option

  2. Select My reports & charts in the left column.

  3. Select the personal report you want to share. The report opens in the Report Builder.

  4. Select Save - Save as on the Page bar.

  5. Type a name for the shared version of your report.

  6. Optionally, type a description to help viewers understand what the report contains.

  7. Select Common.

  8. Select the roles that will be able to view your report in the May be viewed by dropdown.

  9. Select OK.

Caution: If the report contains a link to a file attachment, and that field has been set to allow open access, the file is available to anyone who selects the link.