Distribute reports to provide business information to other users.
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
- 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. Users are
able to view reports when the user does not have access rights to a data record in a data source
or source table of a report. However, they are not able to see that record in a list view or in
a drill-down view. 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
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. When you have access to a report but not to some
of its records, you do not see those records in a drill-down list or in a list view of the data
in the report. However, they are included in visualizations of data.
If a user saves a global report as a group or personal report, the 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
If a user opens a personal report and tries to save it as a group or global report, the
security state is changed rather than copying the report.