Sharing a report

Share saved reports with other User Groups.

NOTE: For Sharing to be enabled, at least one user group, in addition to the Global group, must be configured. To share an item with another user group, you must be a member of that group. The item to be shared must be marked as Public, not Private.

To share a saved report:

1. In Reports, open the Report Library and navigate to the report you want to share.
2. Right-click the report name or click Options for this report and select Share. This opens the Share Report window.
3. In Share Report, select the User Groups you want to share this report with.
   (Optional) Specify a name for the shared report. The groups you are sharing this report with will see this name. The name of the original report remains unchanged.
4. Click OK to share this report.

NOTE: When you share an item with another user group, it appears in the Shared folder of this group. You cannot share a shared item.

Related topics:

Reports:

• Setting Reports prerequisites
• Meeting individual report requirements
• Adding a new report
• Copying a report
• Editing a report
• Moving a report
• Deleting a report
• Sharing a report

Subscriptions:

• Subscribing to a report
• Changing a report subscription
• Deleting a report subscription

Other

• Changing the Reports theme
• Uploading a Report Template
• Configuring the Energy Modeling report
• Reports UI

For information on how to use Reports, see Reports.