Share Reports

Overview

You can share reports with users. These reports will appear in their My Favorites Reports.

Before You Begin

Log into PRM Admin with reportTask Level 1 rights or greater.

How to Share Reports via Scheduling and Favorites

1. Navigate to Reporting > All Reports.
2. Click the icon to the left side of the report you want to share.
   
   
3. Select which module the report originates from and the destination module.
   Select the User Group from the Potential UserGroups list that you want to share the report with.
   
   
4. Click Update.
5. The report will be available for all the users within the selected user group.
   
   
6. The report will also appear in the users' My Favorites Reports list.
   
   

Related Topics

• Mark a Report as Favorite
• Display a Report on the Portal