How to Share Reports
- Go to Reports
- Click the "Report Actions" button (three dots) to the right of the report you would like to share
- Click Share Report
- Select the nodes and programs with which you wish to share the report, and click Share
A “SHARED” tag will be displayed next to reports that have been shared with other nodes.
Viewing Shared Reports
The shared report will now be available under the “Organization Reports” section.
A banner will appear upon opening the report, informing users that they can access the data for which they have permission. Users will not see the “Save As” option until the report is copied.
To edit, click “Copy to My Reports.” Copying the same report multiple times will append Copy of [name of report] followed by a counter.
If a user does not have access to the data, an empty state view will be displayed with an explanatory text.
Managing Reports
Once the report is copied, you can make edits to the report from the “My Reports” section. Users associated with a child node may also share reports with their parent node.
To delete a report, access the “Delete” option from the overflow menu in "My Reports."
Warning: Selecting the Delete action will remove the report from both the My Reports section and the Organization Reports section.