Did you create a report you would like to share with others? Do you have a report you created for a quick use and want to delete it? This article will walk you through steps on how to accomplish these two topics.

Share Report

You are able to share any report you authored. You are not able to share reports you did not authored, for examples reports shared by others or the standard reports as those who have access to the reports will already have those reports as well.

Follow these steps to share reports.

1. Author a report to share.

• • Select one of the Standard Reports.

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• • Select edit and then confirm by selecting close within the pop-up.

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• • Make edits to the report to meet your needs and then select save as. This will create a custom report.

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2. Share the report.

• • Select share at the top. This will then transition the report from being hosted under the custom report to shared report. 

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Delete Report

You can delete any Custom Reports for any reason. You cannot delete any Standard Reports.

Follow these steps to delete your Custom Reports.

1. Select the custom report you want to delete.
2. Select the delete button at the top.

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