Distribute reports

Distribute reports to provide business information to other users and stakeholders.

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 that are:
  • Globally visible to all users
  • Visible only to you if you are the report creator
  • Visible to one or more specific roles
  • Visible to one or more specific users or 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. If a user does not have access rights to a data record in a data source or source table of a report, they will still be able to view reports based on that source. However, they will not be allowed to see that record in a list view or in a drilldown view. or database view 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. 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 will not see those records in a drilldown or in a list view of the data in a report. However, they are included in visualizations of data.