Sharing a report

Reports can be shared with other team members. Shared reports will be available in the Project Reports tab of the team members with whom the reports is shared. Only the current instance of a report is shared and a report must be re-shared every time it is updated. A shared report can be modified by any user and/or member of a security group that has been given access to the report. A report that is not shared can only be modified by the user who created it.

To share a report

  1. Open the Investments module.
  2. Select an investment.
  3. Select the Project Reports tab.
  4. Select a report from the list and click Share Report to share the report.
  5. In the Share Report dialog box, select the users and/or groups who are to receive this report and click Add.
  6. Click OK.