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Share reports, dashboards, and folders in Reporting (Beta)

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Early access feature

This feature is currently available for early access. Contact your CSM for more information.

In Reporting (Beta), the reports, dashboards, and folders you create are private until you share them. Share them with people or teams at View or Edit access.

Who already has access

Admins and an item's creator always have access to it. Tenant Admins and Reporting users can already see everything, so you don't need to share with them. Everyone else sees an item only when it's shared with them. For the full rules, refer to Reporting (Beta) permissions.

Sharing gives someone access to the item, not to more data. Each person sees results only for the parts of the plan they have access to, so two people can open the same shared dashboard and see different numbers.

Share a report, dashboard, or folder

  1. In the top navigation, click Reports (BETA).

  2. On the card for the report, dashboard, or folder, click ⋮ and select Share…. You can also select Share… from the ⋮ menu of an open dashboard.

  3. In Add a person…, search for and select a person.

  4. Optional: In Add a team…, search for and select a team. Everyone on that team and its sub-teams gets access.

  5. From the dropdown next to each person or team, select View or Edit. New shares start at View.

  6. Click Save sharing.

View lets someone open and run the item. Edit also lets them change it and change who it's shared with.

The person picker doesn't list Tenant Admins or Reporting users, because they already have access, and it doesn't list you. You can't share with a role.

Share a folder to share everything in it

Access to a folder carries down to everything inside it. Folder sharing is the easiest way to give a team access to a set of related reports and dashboards.

Note

  • To make sure viewers can see every tile on a dashboard, keep the dashboard and its reports in the same folder and share the folder.

Who can change sharing

You can change who an item is shared with if you're an admin, you created it, or it's shared with you at Edit.

Stop sharing

  1. Open Share… on the item.

  2. Click ✕ (Remove) next to the person or team.

  3. Click Save sharing.

When an item isn't shared with anyone, only admins and the creator can access it.