Share a report with other users or teams
This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Work with reports
When you create a new report, share it with other people on your team or in your organization so that they can also benefit from it. There are several ways that you can share your new report with other people.
Share the report with other users or teams
Go to Reports.
In the list of reports, select the report and on the command bar, select Edit.
On the Actions
menu, select Sharing.In the Share Report dialog box, select Add User/Team.
In the Look Up Records dialog box, select the users or team you want to share the report with, and select Select > Add.
In the Share Report dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.
Then select Share
Share the report with your organization
If the report would be useful for all users, make it available to the organization.
Go to Reports.
In the list of reports, select the report, and on the command bar, select Edit.
On the Actions
menu, select Make Report Available to Organization.
ize/customize-organize-reports.md)
This topic applies to Dynamics 365 Customer Engagement (on-premises). For the Power Apps version of this topic, see: Work with reports
When you create a new report, share it with other people on your team or in your organization so that they can also benefit from it. There are several ways that you can share your new report with other people.
Share the report with other users or teams
Go to Reports.
In the list of reports, select the report and on the command bar, select Edit.
On the Actions
menu, select Sharing.In the Share Report dialog box, select Add User/Team.
In the Look Up Records dialog box, select the users or team you want to share the report with, and select Select > Add.
In the Share Report dialog box, select the type of share access that you want. The available permissions are: Read, Write, Delete, Append, Assign, or Share.
Then select Share
Share the report with your organization
If the report would be useful for all users, make it available to the organization.
Go to Reports.
In the list of reports, select the report, and on the command bar, select Edit.
On the Actions
menu, select Make Report Available to Organization.
ize/customize-organize-reports.md)