Sharing Reports

The ability to share reports in BI&A is flexible & granular. When creating a report, you can choose whether to share it with:

• Just Administrators
• Just Managers
• Both Managers and Administrators
• Specific individuals

You can also set up different levels of access to the report for different people or groups of people (e.g., full access vs view only). For example, you can allow all the Administrators in your account to edit the reports you created as needed, while Managers interact with your reports in a much more limited way.

How to Share Reports
Permission Levels

How to Share Reports

Select the last icon on the left hand bar in Design mode to navigate to the Access and Sharing page.

Press the “Add Sharing” button to populate a new row of a sharing rule:

You'll now be able to choose who to share with. For example, if you would like to share the report with different user roles (Admin/Managers), choose “Role”:

Then click into the "Select" field:

Here we see options for Manager and Admin. You can share reports with every Administrator in the account, but will only be able to share with Managers that have Reporting access. We'll select "Admin" and click "OK":

Next, click the drop-down menu under "Access Rights" and choose the type of access you wish the  Admin to have. In this case, we'll give the Admin "Full Access" to this report.

Another option is to give access to a specific person. Below, we've given our employee, Ethan Good, "View Only" access to the report, so they can see the data, but not make any changes.

Once you've set up the permissions as you'd like, remember to "Save" your changes to share your report.

Note: The “Owner” field underneath the "Save" button, indicates who owns the report. If you would like to change the owner of the report, select the + button, choose a new owner, and press OK.

Permission Levels (table)