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Determine who can use a report

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This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Work with reports

By default, a report is a personal report and can be used only by the author unless it is shared.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile..

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Select Customize the System.

  4. Select Components > reports, and then select the report that you want to share.

  5. Select Actions.

    • To change the owner, select Assign, and then select the user or team.

    • To share the report, select Sharing, add the user or team you want to share the report with, and then give them specific permissions. Select Share.

  6. Select Save or Save and Close.

This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Work with reports

By default, a report is a personal report and can be used only by the author unless it is shared.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile..

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Select Customize the System.

  4. Select Components > reports, and then select the report that you want to share.

  5. Select Actions.

    • To change the owner, select Assign, and then select the user or team.

    • To share the report, select Sharing, add the user or team you want to share the report with, and then give them specific permissions. Select Share.

  6. Select Save or Save and Close.