Share and favorite reports

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

When you share a dashboard, related resources added to the dashboard are also shared. In other words, when report content is pinned to a dashboard, that report is also shared when you share the dashboard. But, what if a report you want to share is not on a dashboard, or if you want to share only a report?

The report sharing capability works like the dashboard sharing feature; using it, you can directly share a report. You can use the sharing pane to control access rights to a report and send invites to authorized users. When you share a report with a colleague, the report appears in their Shared with me list.

Share reports in your personal workspace or in an app workspace where you’re a member. Or share other owners’ reports after they grant you permission.

When you share a report, the underlying dataset is also shared. Row-level security settings for the dataset remain the same, so recipients see only the data that they’re authorized to view.

Example of report sharing