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A report access card with Can view and Can edit choices A report access card with Can view and Can edit choices Sharing a report gives someone access to its saved configuration and current results. It does not freeze the figures or grant access to records they could not otherwise see.
You need Edit reports permission and edit access to the report to change its sharing. Presets are read-only; duplicate one first.

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Choose who can open it

Open your report’s menu and choose Share view. Under General access, choose the audience: Recipients still need Reports data access through their role. Choosing the whole workspace does not turn on Reports for an employee whose role has no report permissions.

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Give named people access

1

Choose Specific people

Select it under General access.
2

Add a person or role

Use Add people or roles. Add at least one recipient.
3

Set their access

Choose Can view to let them read the report or Can edit to let them change it, subject to their role permissions.
4

Save

Select Save to apply the access changes.
The Share view dialog with its three general-access choices The Share view dialog with its three general-access choices Choose Copy link to copy the report’s address and send it to the recipient. The link opens the report under their account; possessing the link does not grant access.

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Understand what others see

Everyone opens the report against current data. Their data permissions still control which people, records and figures they can read, so a colleague may see fewer rows, unavailable figures or different totals than you.
Can edit lets someone change the shared report, affecting the configuration others open too. If they need a different set of columns or filters of their own, they can duplicate the report instead, provided their role allows creating reports.
Can edit does not grant permission to delete or restore a report; Recover a deleted copy explains who can. To remove a named recipient, open Share view, remove their entry and save. Check whether a role they belong to still grants access. An administrator can also access a report shared with specific people.

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Next

Presets

Make a separate copy when someone needs a different setup.

Downloading a report

Send a file containing the figures at export time.

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