With the new UI, sharing custom reports is now easier and more efficient. It allows for seamless collaboration, ensuring that your reports reach the right team members quickly. Follow these steps to share your reports using the new interface.
Prerequisites
Ensure you have access to the My Reports section.
Access to the New UI must be enabled.
Step-by-Step Instructions
Go to My Reports.
Generate the custom reports based on your preferences.
In the My Reports section, click on the Share icon next to the report you wish to share.
From the dropdown, select the user with whom you want to share the report, then click on Share Report.
Once completed, the user will be able to view the report in their Shared Reports section.
FAQs
Where can I find all the shared reports?
The shared reports will appear in the Shared Reports section of the user's account.