Share reports

You can share Cloud Analytics reports in two ways:

• Report configuration link: Share a link that captures the report's current configuration. This lets you share the setup of any report you can view without affecting access to the original report.

• Permission-based report sharing: Grant specific users or groups Viewer or Editor access to a saved report. To use this method, you must have the required permissions for the report to assign access levels to recipients.

Share a report configuration link

This approach generates a link that takes a snapshot of the report's current configuration, whether it is saved or not.

To share a report configuration link:

1. Open the report of interest.

2. In the report action bar, select the link icon.

   

   If successful, the report configuration is captured and a link is copied to your clipboard.

3. Share the link with anyone in your organization who has access to the DoiT console.

   • Each user who opens the link gets an independent draft report with the same configuration. There is no change to their access to the original report.

   • The shared configuration link expires after 365 days.

   • Selecting the share icon again generates a new link.

Permission-based report sharing

To share a report using permission-based sharing, you must meet one of the following criteria:

• You are the Owner of the report.

• You have the Editor permission on the report.

• You have the Cloud Analytics Admin permission.

You can share a report in the following ways:

• Share with individual users.

• Share with your whole organization.

• Share with a Microsoft Teams subdomain (teams.ms) so you can send emails to a channel in Teams.

• Share with a Slack subdomain (slack.com) so you can send emails to Slack.

See Summary for quick reference.

Edit permissions

To share a report, you need to give access to the intended recipients:

1. Open the Edit permissions window using one of the following methods:

   • If you are on the main Reports screen, select the kebab menu (⋮) at the rightmost end of the report entry row, and then select Share report.

   • If you are viewing/editing your report, select the kebab menu (⋮) in the report title bar, and then select Share report.

   • To share multiple reports, select the checkbox of each report entry, and then select Edit permissions in the upper-right corner of the screen.

2. Enter the email addresses of the users with whom you intend to share the report, and give them Viewer or Editor access.

   You can only add email addresses in your organization's domain, a Microsoft Teams subdomain (teams.ms), or a Slack subdomain (slack.com). Other domains are not supported.

   

3. Select Add to apply the changes. The recipient will receive an invitation email with the relevant information.

Change permissions

You can change permissions on a report from the same configuration window, including:

• Change the permission of an individual user to Viewer or Editor, or remove the access.

• Change the permission of the whole organization, Microsoft Teams, or Slack to Viewer or Editor, or remove the access.

Transfer ownership

To transfer the ownership of a report to another user, select Make owner.

Be aware of the following rules when transferring ownership:

• A report can have only one owner and the owner must be an individual user.

• Ownership can be transferred only to a user who already has the Editor permission.

• Once the ownership is transferred, the previous owner becomes an Editor of the report.

Summary

Your permission/role	View	Share	Change permissions	Transfer ownership
Owner	✓	✓	✓ (individual users, whole organization, Microsoft Teams, Slack)	✓
Editor	✓	✓	✓ (individual users)	✗
Viewer	✓	✗	✗	✗
Cloud Analytics Admin	✓	✓	✓ (individual users, whole organization, Microsoft Teams, Slack)	✓

See also

• Share content