Share reports

You can share Cloud Analytics reports in two ways:

• Share a link: Copy a link from the report action bar and send it to anyone in your organization. A live link points at your report and follows your edits; a snapshot link carries a fixed copy of the report configuration. Neither requires saving the report first.

• 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 link

Select Share in the report action bar to copy a live link. To choose the kind of link, select the arrow next to Share:

• Copy live link: The link opens your report, as it is right now and as you keep changing it.

• Copy snapshot link: The link carries the report configuration as it is at that moment. Later edits, by you or anyone else, do not change what it shows.

Either link works for saved and unsaved reports. Share it with anyone in your organization who has access to the console. Links expire after 365 days.

Shared configurations preserve the on/off states of filters and groupings, along with their selections and order. Opening a shared configuration does not reactivate disabled items.

Live links

A live link is the quickest way to work on an analysis together: keep editing your report and everyone with the link sees the same thing.

• Opening the link takes the recipient to your report and gives them Viewer access to it. They appear as a viewer under Edit permissions, where you can remove their access like any other collaborator.

• Once you have copied a live link, your edits are saved automatically a moment after you make them. You do not need to select Save or copy the link again. A Live indicator on the Share button shows when changes are being saved or fetched.

• Recipients see your changes appear in their open tab without reloading. They can continue the analysis on their own copy with Save as; viewer access does not allow editing your report.

• An unsaved report stays a draft after you share it, but it is no longer removed by the periodic draft cleanup.

• If you delete the report, the link keeps working as a snapshot link.

Live links are available for reports you own or can edit. On a preset report, or on a report where you have Viewer access, Share copies a snapshot link instead.

Snapshot links

Use a snapshot link when the configuration must not change after you send it, for example in an incident report or a runbook. Each recipient who opens the link gets an independent draft report with the same configuration. There is no change to their access to the original report, and the recipient needs permission to create reports.

Note

A snapshot link preserves the report configuration, not the data. Opening the link runs the query again against current billing data.

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 arrow next to Share in the report action bar, and then select Edit permissions.

   • 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