Note: Do not assign a Sharing Type when creating a share group. Assigning a Sharing Type causes the report to be shared.

Open the Share Report window by right-clicking one of your own reports in the left pane and selecting Share Report in the shortcut menu. This window shows all Share Groups that you have created (in the Groups pane) and the users that are in the selected Share Group (in the Individuals pane). The Individuals pane also contains two columns to indicate how a user was added to the pane:

  • A check mark in the Added by Role column indicates that the user was added to the pane by the selection of a security profile and administrative unit. (The middle two panes, Security Profiles and Admin Units, show what security profiles and admin units are selected for the selected Share Group.)
  • A check mark in the Added Individually column indicates that the user was added to the pane directly using the Insert command.

For more information on how a Share Group is created, see Create a Share Group. To share a report, a Sharing Type must be assigned to a Share Group. See Share a Report for more information.

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