Sharing a Report with a Specific Group

Overview

You may want to share a report with a specific group of users, without making it public to all users or setting up recurring delivery. Below are the available ways to do that.

What You Can Do

At the moment, reports can be shared in the following ways:

  • Create a public report
    Public reports are visible to users with reporting permissions. Each user will only see data they’re allowed to access based on their role and org structure.

  • Schedule the report for selected users
    You can schedule the report to be sent to specific users, either once or on a recurring basis.

  • Download and share manually
    If you prefer not to make the report public or scheduled, you can download it on demand and share it directly with your chosen audience.

Learn More

For more details on creating and managing reports, check out: Using the Report Builder

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