There are two types of accounts in CMBI: report builders and report viewers. Report builders create reports and share them with report viewer accounts by generating a link that provides access.
Share a report
To share a report or report folder with a report viewer user, you need to generate a link for that user.
Log in as a report builder user.
Create the reports you need to share and save them in a public folder.
đ¤ Tip: A public folder is any folder not located under My Reports in the Load menu.
Click Load and find the report or report folder you need to share.
Select the checkbox next to the report or report folder, then click Selected Reports.
On the Selected Reports screen, click Generate External URL.
Choose to run as your own user or a specific user, then click Apply.
Save the report viewer link in a public folder.
Copy the link and share it with your report viewer users so they can log in and view the reports.
