Give Access and Sharing Custom Reports

You can create a report and give specific employee/s, group, department, role and partners access to it.

To define an audience for your report:

1. Click Customize in the footer of the report you want to share.

2. On the Report Builder (or Financial Report Builder) page, click More Options.

3. In the Audience fields, choose an audience for your report:

   You can select options from any or all of the following audience types. For each of the audience types below you can select multiple options by holding down the Ctrl key when making your selection.

   • Roles : Select a role or multiple roles to share your report with. To share this report with all users in your account, check the All Roles box.

   • Departments : If you have selected any role(s), you can also select departments to share your report with.

   • Subsidiaries: Select the subsidiaries you want to share this report with.

   • Groups : Select a group to share your report with.

   • Employees : Select an employee or multiple employees to share your report with. To share with all employees, check the All Employees box.

   • Partners : Select a partner or multiple partners to share your report with. To share with all partners, check the All Partners box.

4. Click Save.

 

Note: 

Audience Tab:  

• Audience can only run a shared custom report if they have permission for the standard report on which the custom report is based.
• This restriction protects you from accidentally granting report access to users that do not have the necessary permissions.
• You can define the users and/or groups to whom you would like to share report access.

Access Tab: 

• Extend custom report access to users who normally do not have permission to run the report. 
• Your selection will over-ride the standard, role-based permission associated with the user being
• You can define the users and/or groups to whom you would like to extend report access given access. 

Administrators can provide users or a role with the Granting access to reports permission, which enables other users to view their reports. Users with Edit, Create, or Full access (or above a View level) can make use of the Granting access to reports permission and will have access to the Access tab in the Report Builder. In the Access tab, the user can give access to other user’s for the specified report.