Share a Personal Report

So your personal report on inventory status is a work of art and your colleagues always want to see it. Don't hide your report under a bushel. You can easily convert any personal report into a common report using the Save As option.

To share a personal report:
  1. Open an app, click the user dropdown on the Global bar, then choose My personal settings in this app. Click My reports & charts in the left column.

  2. Click the personal report you want to share. The report opens in the Report Builder.

  3. Click Save > Save as on the Page bar.

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

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

  6. Select Common.

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

  8. Click 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 clicks the link.

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