Share a report with other users or teams

When you create a new report, share it with other people on your team or in your organization so that they can also benefit from it. There are several ways that you can share your new report with other people.

Share the report with other users or teams

  1. Go to Reports.

  2. In the list of reports, select the report and on the command bar, select Edit.

  3. On the Actionsaction menu, select Sharing.

  4. In the Share Report dialog box, select Add User/Team.

  5. In the Look Up Records dialog box, select the users or team you want to share the report with, and select Select > Add.

  6. In the Share Report dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.

  7. Then select Share

Share the report with your organization

If the report would be useful for all users, make it available to the organization.

  1. Go to Reports.

  2. In the list of reports, select the report, and on the command bar, select Edit.

  3. On the Actionsaction menu, select Make Report Available to Organization.

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