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Share a Custom Report

Published on: Fri, 14 Apr, 2023 at 5:44 AM | Updated on: Wed, 14 Jan, 2026 at 11:43 PM

You can assign different roles and permissions and share your custom report with other users in your account.

From the left navigation menu, select [Engage] → Reports → More Reports.
Select Category and filter for Built [Unchecked box].
Find and select a custom report that you’ve created.
In the top-right corner, select [Sharing].
- This icon will only be visible on custom reports that you own or where you’ve been given the owner's permission.
Select [Add] to give members access to the report and start typing the names of these members.
- The names will auto-fill once you start typing.
Select [Drop-down] and choose a specific permission.
- Owner: Owners can edit or delete a report or change other users' permissions.
- Editor: Editors can edit the existing report.
- Viewer: Viewers can only view the existing report.
- Remove: Remove a member’s report access.
Select Add members.
Select Save.
- Optionally, select Copy Report Link to copy a direct link to the report on your clipboard.

General access: Check All members in the account can view this report to give everyone in this account viewing permissions.