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Not able to see custom reports

Custom reports can be shared with other consultants by the person who created the report.

T
Written by Terence Cassidy
Updated over a month ago

By default, Custom reports can only be viewed by the creator of the report (or the users they have shared either edit or run permissions with).

To share a Custom Report with other users:

  1. Click Reports

  2. Select the custom report

  3. Click Edit and then click Permissions

  4. Select the Permission you wish to grant the user and then select the user from the dropdown

  5. Click Ok

  6. Repeat for each user you wish to share it with

  7. Click Save

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