Question

• Cannot access a report, sub-report, or see part of a BI Dashboard
• How can I share a BI report with another user in DASH?

Answer

BI Reporting allows administrators to manage who reports can be shared with and who can access various report data. See the instructions below for more information on sharing access with BI:

The Report Designer/Access page allows users to:

• View and change report owner
• View list of shared reports
• Add and remove shared reports

To add a sharing:

1. Open an existing report if not already open.
2. Click Access in the left menu.
3. The report’s current shared reports will be listed, showing the people being shared with and the access rights. 
4. Click the Add Sharing button above the list to add a new row in the list:
5. Select the type of people to share with: Everyone, Role or User.
6. Select the specific Role or User (not applied for Everyone option).
   • For Role, select a role from the drop-down list.
   • For User, click the plus icon to open All User pop-up.
     • Select either User Name, Email Address or Role to search for. Select All to search for all fields.
     • Type a partial name into the search box and click the search icon.
     • Only matching users will be displayed.
     • Select one a user then click OK to close the pop-up.
7. Select an Access Right (See details in List of Access Rights table below).
8. Click Save button at the top to save the list

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