Short Answer: Click 'Share', enter emails in 'Enter email address', choose a role e.g., 'Member', select 'Private' or 'Public' under Report access, then click 'Save & send invites' or 'Copy link'.
PreRequisites
- You are on the report page and can access the 'Share' control
Steps
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Click 'Share' in the report header to open the 'Share this report' modal.
The 'Share this report' modal opens. -
In 'Share with your team' type one or more email addresses into 'Enter email address' and set the role using the dropdown default 'Member'.
Recipients appear in the field ready to be invited. -
Review 'People with access' to see existing users and their roles for example 'Richard Roe — Admin', 'Jane Doe — Member', 'Alex Smith (you) — Owner'.
The current access list is visible. -
Under 'Report access' choose 'Private' or 'Public'. 'Private' means only team members can view; 'Public' means anyone with the link can view no login required.
Access option is set. -
Click 'Save & send invites' to send invites or 'Copy link' to copy a public link.
Invitations are sent or the link is copied to clipboard.
Troubleshooting
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'Save & send invites' is disabled or does nothing.
LikelyCause: No email entered or entered email format is invalid.
Action: Enter a valid email address into 'Enter email address' and try again. -
Shared users cannot see the report.
LikelyCause: Report access set to 'Private' or recipients were not added successfully.
Action: Confirm recipients are listed under 'People with access' and change to 'Public' if appropriate, or re-add and 'Save & send invites'.
Note: 'Copy link' is useful for sharing an unsecured public URL; 'Private' restricts access to team members only.