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Share reports

You can share reports in the following ways:

Required Permission
  • Cloud Analytics

Add access

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

  1. Open the sharing configurations window using one of the following methods:

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

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

  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.

    An example report.

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

Change permissions

After you've given others access to your report, you can change their permissions from the same configuration window, including:

  • Change the permission of your whole team to Viewer or Editor, or select None to remove the access.

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

  • Transfer your ownership of the report to another user by selecting Make owner.

Tip

Users with the Admin role can bulk edit permissions of custom reports.

Transfer ownership

Be aware of the following rules when transferring ownership:

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

  • You can transfer your ownership only to a user who already has the Editor permission.

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