Publish a report to create a URL that anyone can use to access the report, including
people who are not users. When anyone navigates to the URL, the report is generated with
current data from the instance. Reports are available until they are
Role required: both the report_publisher and report_user, report_admin, or
There are limitations to what users see when they follow the publish URL for a
- Data that is visualized as a graphic report and not limited by business
rules is always visible in published reports. Graphic reports are all
reports except for list reports.
- Read ACLs govern the content of list reports. Users cannot see records for
which they do not have access.
, open the report, and click the
Users with the admin or report_admin role can see if a report has been published.
Navigate to Sharing
). If the Sharing menu has the Publish
report is not yet published. If the Sharing menu has the
option, the report has been published.
make a report available only to logged in users, set its
Sharing setting to Everyone,
but do not publish it.
Click the report you want to publish.
In the upper right side of the report form, click the
Sharing icon () and select Publish.
A link icon (
) shows with the Report option icons message. Click this icon to show a
link to the published report. This link is available as long as the report is
Note: Business rules may affect how records are collected for