Share a Core UI report
Control which users and groups can see a report in their Reports list.
Before you begin
Role required: report_admin, report_global, or report_group.
This topic refers to Reporting in the Core UI. If your instance is a Australia release or migrated to Platform Analytics experience, see Share a data visualization in the Visualization Designer.
The following roles can share reports:
| Role | Report sharing permissions |
|---|---|
| report\_admin | Can share a report that is shared with the user, any group, or everyone. This role can share with:- any user - any group - everyone The report\_admin can also edit reports. |
| report\_global | - Can share a report that is shared with everyone. This role can share with everyone. - Cannot share a report that is shared with the user or a group The report\_global user can also edit reports that are shared with everyone. |
| report\_group | - Can share a report that is shared with the user, or a report shared with a group the user belongs to. This role can share the report with: - any user - any group - Cannot share a report that is shared with everyone, or with a group the user doesn’t belong to. The report\_group user can edit reports that are shared with the groups they are members of. |
| report\_publisher | No sharing permissions. |
| report\_scheduler | No sharing permissions. |
| report\_user | No sharing permissions. |
About this task
You can control who sees reports by making them:
- Globally visible to all users
- Visible only to you if you are the report creator.
- Visible to one or more specific users
- Visible to one or more specific groups
Note: The permissions of a report can constrain the number of users or groups you can share a report with. For more information, see Restrict report creation with an ACL rule.
It is not possible to grant edit rights on a report when you share it.
Procedure
Navigate to All > Reports > View / Run and select the report you want to control.
On instances with Unified Analytics enabled, and on new Australia instances, both Core UI reports and Platform Analytics experience data visualizations are found in the Platform Analytics library. Navigate to All > Platform Analytics > Library > Data Visualizations. For more information, see Differences between Core UI and Platform Analytics dashboards.
In the upper right side of the report form, click the Sharing icon (
Sharing icon\) and select **Share**.
- In the Sharing settings dialog box, fill in the fields and click OK.
| Field | Description |
|---|---|
| Visible to | Users to whom the report is available. You can select the following options:- Me Only you can view the report. This option is only available to you on the reports that you create. - Everyone All users can view the report. However, you can select required roles, and only users with at least one of those roles can view the report. - Groups and Users Only specific groups and users can see the report. The Groups and Users option is visible to users with the report_group role. |
| Requires role | \(Optional\) Roles from the Roles \[sys\_user\_role\] table. If you select any roles, a user must have at least one of them to view the report. If you do not select a role, all users can view the report.You can specify required roles only for reports that are otherwise visible to Everyone. If you modify such a report to be shared with specific Groups and Users, the required roles no longer apply. |
| Groups | Groups whose members have permission to see the report.This field is available when the Groups and Users option is selected. |
| Users | Users who have permission to see the report.This field is available when the Groups and Users option is selected. |
- Click the Sharing icon (
Sharing icon\) and select **Add to Dashboard** or **Publish**.
Share the dashboard or share the URL of the published report.
You can share the URL of the published report with any user, role, or group with whom you have shared the report.
To publish a report, enable the property glide.report.published_reports.enabled. For more information, see (Legacy) Publish a report.
The people with whom you share the report must have rights to view the report data.
Parent Topic:Distribute reports
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