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Reports and Dashboards

What it is. Who can see which reports and dashboards.

What it does. You share a report, a dashboard or a whole folder with a company, or with chosen people inside it.

Why it helps. One company's reports stay out of another's sight, and you set it once rather than report by report.

Opening it​

Where: Admin → Reports & Dashboards

  1. Click Admin in the top menu.
  2. Click Reports & Dashboards in the row of tabs.

Reports and Dashboards

Sharing something​

Where: Admin → Reports & Dashboards → Share

  1. Find the report, dashboard or folder in the list.
  2. Click Share.
  3. Choose the company.
  4. Choose the access:
AccessLets them
ReadOpen it and run it.
EditOpen it and change it.
  1. Click Save.

Give Read unless somebody has asked to change the report. Edit means they can change it for everybody it is shared with.

Sharing with particular people​

Sometimes a whole company is too broad.

  1. Click Share on the item.
  2. Choose the people instead of the company.
  3. Click Share with selected users.

Seeing who has access now​

Each item shows Current access with a count. Click it to see exactly which companies and people, and what level each has.

Taking access away​

  1. Open Current access for the item.
  2. Remove the company or person.

They lose it immediately. Anything they built on top of it stays theirs.

Folders versus single reports​

Sharing a folder shares everything in it, including anything added later. Sharing a single report shares only that one.

Use folders for a set that belongs together — it is less work and less likely to be forgotten when somebody adds the next report.