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Manage report access by team

Share a custom report with chosen teams, while keeping it hidden from everyone else.

Table of Contents
  • Open My reports and click Open menu on your report.

  • Choose Manage access.

  • Choose Specific users or teams, then Assign employees and tick the teams.

  • Click Save.

Private to the creator and Everyone can access are the other options.

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Next, read Use the Exports page.