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Share a report or folder with a report viewer

Shows how to grant access to a report or report folder for report viewers, supporting easy sharing and collaboration.

Written by Billy Dilks

Follow these steps to share a report or report folder with Report Viewer users:

  1. Log in using a Report Builder account.

  2. Create the reports you want to share and save them in a Public Folder.

  3. Select LOAD from the main menu and locate the report or report folder you want to share.

  4. Select the checkbox next to the required report or report folder.

  5. Click Selected Reports.

  6. On the Selected Reports screen, click Generate External URL.

  7. Choose whether the report should run:

    • As your own user account, or

    • As a specific user account.

  8. Click Apply.

  9. Save the generated Report Viewer link in a suitable public location for future reference.

  10. Copy the link and provide it to your Report Viewer users.

  11. Users can access the link, log in, and view the reports contained within the shared report folder.

šŸ“ŒNote: Reports must be saved in a Public Folder before they can be shared with Report Viewer users.

  • The permissions and data available to users will depend on the account selected when generating the external URL.

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