Share a Report

You can share a report after you save it to your reports library (My Reports). The sharing pop up allows you to enter a user type, and search for the user in the system.
Note: You cannot share a report with a supplier user, however, supplier users can share reports with client managers, MSPs, and other supplier users within their organization.

The report is shared every time the report is run. Users on the share list can access the shared report in the All filter and Shared with Me filter. You can remove users from the sharing list by accessing the pop up (steps 1-6), and de-selecting the user check box in the Selected Users section at the top of the pop up. Clicking the trash can icon removes all users.

  1. Navigate to the Home page in the MSP view.
  2. Click the Reports tab.
  3. From the My Reports section, locate the report to share.
  4. Click the icon.
  5. Click Sharing Options.
  6. On the pop up, configure the following:
    • Select Role - Use the drop down to select the user type to share the report with.
      Note: You can only share a report with a client manager, or other MSPs.
    • Search for Users - Enter text that describes the user (name, email, and so on). The application suggests users based on your inputs.

      Select the check box to add the user.

  7. Click .