Share custom reports

You can now share custom reports you create with your coworkers. Let’s say you want to share a custom report with your fellow supervisor, simply share the report with one of the two levels of access permissions:

Note: Only the report configuration is being shared, not the access to the data. Let’s say John shares a custom report with his coworker Robin to view. John supervises tier 1 and tier 2 groups, while Robin supervises Tier 1 group only; When Robin logs in, she can see the shared report under Custom reports and views the data for Tier 1 group that she supervises and not the data for Tier 2.

To share a custom report:

  1. From the list of custom reports, click next to the desired report, select Share from the menu.


    When a custom report is open, click in the header to access the sharing options.

  2. In the pop-up dialog, select individuals to share the report with.
  3. Set the permission to view or edit and save the settings.

If Robin edits this custom report, all users who have access to the report will see the changes Robin made.Robin can clone and edit the report without impacting the original report owned by John.

Removing access to a shared report

The access to the shared report can be removed at any time by the owner. Removing the view and edit permissions will also discontinue all emails scheduled for this report by the user whose permissions are being revoked. Let's say John shared his dashboard and wallboard links with his boss Emily. Emily has edit rights to edit the dashboard and view the metrics for John’s queues. Emily has recently moved to another role and does no longer need access to these reports, John can remove Emily's access to his reports.

Simply open the custom report, click in the header to open the sharing settings, click the option to view or edit and select Remove from the drop-down list of choices.