Share a Favorite Report with Other Roles

When you save a favorite report, you have the option to define additional user roles that can access the report. This is useful for sharing a custom report with team members and other groups who will benefit from access to it. [REWRITE]

Pre-requisite: Create a favorite report.

To share a favorite report with other roles:

1. After creating a new favorite report or modifying an existing favorite report, select Save. The Save Report dialog box displays.
2. Use the Save For field to define who will have access to the report. In this field, Myself displays as the default role assigned to the report. This is the role that gives you access to the report. If this is the only role selected, it also defaults the report to a Private status on the Favorites tab.
3. If needed, select additional roles that will have access to the report. When you select additional roles, the report defaults to a Shared status on the Favorites tab. The Status column also displays a to indicate that the report is shared with other users.