Before you start
- Before sharing, verify that each recipient has at least one of the system roles or product permissions listed in the callout box.
- Shared Charts gives them ongoing access to the view.
Share a saved view
- Create a saved view.
- Select Share.
- Select the employees or groups who should have access to the report.
- Select Share report.
- (Optional) Enter a Message to share with the recipients.
- Select Share.
Manager Point of View
To access the shared view, managers can navigate to Reporting > My views. The visible data respects the permissions of the user that the view was shared with. Managers can only see data that pertain to their reporting lines (note that managers of managers will see data for both their direct and indirect reports). For example, if an admin shares a 1:1 report that includes the whole company, a manager with access to that view will only see their direct reports.