Sharing Reports with users/groups/roles in Report Center
- Report Center
- Advanced Reporting
- Detailed Reporting
- Ad Hoc
Reproducing the Issue
- Report Center
- Take Action
- Share via User, Role, or Group.
Users can share reports with RBP Roles, Group and Dynamic Groups from the Report Center.
While the action to share must be performed from Report Center, users without Report Center will see the reports shared via individual users appear in the original Ad Hoc/ORD list also as sharing is backwards compatible. However, the RBP sharing in Report Center is no longer backwards compatible post b1805 release -> KBA 2655417
Sharing Reports with Users
“Share” action will be active if you have access to edit the report. Find and select individual users to share your report with.
Sharing Reports with Groups
"Share” action will be active if you have access to edit the report. Find and select RBP Groups or Dynamic Groups to share your report with.
You need Report Admin permission to share your report with groups. This is found in Manage Dashboards/Reports:
Sharing Reports with Roles
“Share” action will be active if you have access to edit the report. Find and select RBP Roles to share your report with. NOTE You will also need the Report Admin permission for sharing with Roles too.
Note: If the Report Center is not enabled you won't be able to share reports with RBP Roles but only with individual Users, predefined system roles (e.g. All Employees, Managers Only, Non Managers Only, HR Manager Only) or dynamic groups specifically created from the Ad Hoc report share function.
Report Center Advanced Reporting Realms Ad Hoc Detailed Reporting , KBA , LOD-SF-ANA-RCT , Report Center , LOD-SF-ANA , Analytics & Reporting (Ad Hoc, ORD) , How To