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Distribute reports

Distribute reports

You can distribute reports to provide business information to other users and stakeholders. You can add reports to homepages or dashboards, publish to the internet, schedule email distribution of PDFs or the URLs of published reports, and share reports with individuals or groups.

Watch the following video for an overview of distributing reports.

Report access control

You can control who sees reports by applying a security state. You can make reports:

  • Globally visible to all users
  • Visible only to you if you are the report creator
  • Visible to one or more specific users
  • Visible to one or more specific groups

Sharing by user, group, or role, is the primary method of sharing reports. You can use access control lists (ACLs) to control access to the underlying table or database view data. List reports require the reporting user to satisfy ACLs on the target data to view records in the list. Users without sufficient permissions see filtered list reports.

Note: ACLs for a table do not propagate to database views based on that table. Database views require separate ACLs. For more information, see Database views.

Reports that present aggregate data, such as pie or bar reports, do not require the user to satisfy target table ACLs to view the report. These reports are not filtered based on security, but some on-query business rules defined for the target table filter the report results. ACLs are required to view the list of records when you select a portion of a report visualization. If you have access to a report but not to some of its records, you do not see those records in drilldown or as a list. They are included in visualizations of data, however.

If a user saves global report as a group or personal report, the ServiceNow platform copies the report rather than changing its security state. Copying the report enables users who cannot create their own global reports to modify a global report, and then save a personal version of the report.

If a user opens a personal report and tries to save it as a group or global report, ServiceNow changes the security state rather than copying the report.

Products > Performance Analytics and Reporting > Reporting; Versions > Helsinki