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 Reports tab indicate if sharing is active, and identifies who the report is shared with.

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 Shared with You section.

When Home Pages are defined for you through User Groups, those reports and dashboards are displayed as shared reports under the Shared with You 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 Shared with You section.

See User Home Pages and User Group Home Pages.

Use the Reports 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.