DanielV asked a question.
Does anyone know how to share custom reports?
Hi,
Does anyone know how to share custom reports? I have created a custom report and the normal share report feature isn't available so I'm not able to share it with anyone else. I have tried saving alternative versions of the report but that also doesn't give me the option to share.
Any help would be appreciated.
Thanks in advance,
Dan
With that report open, click the 3 dots in the right corner a dropdown menu pops up, click share report. It will then pop up a window so you can select who you want to share it with. Done.
Thanks for replying - the issues is, when you click the three dots the share report option isn't there...
That is strange, what is your permissions level in SNOW?
Full admin. This is a custom report created via a SQL script rather than me creating a report then saving, so I'm guessing this makes a big difference to the sharing option.
Yes you are right it is not so easy possible to share custom reports.
But there should be 2 ways
I used already both possibilities in the past. Hope they do still work.
Hi, thanks for replying. I have done both things suggested and I'm not able to see the reports in SMACC in any of the roles, and when saving as a new report in a report group and it's still not giving the option to share. Going to look in the reports table in SQL and see if there is anything in there...
Sorry that this did not work for you. I did not create custom reports during the last year. I still can see our old Custom Reports in the "Report security" tab. But these are very old.
Perhaps you can try this stored procedure to add your share.
exec ReportShareAdd @cid,@reportid int,@OwnerUserid int,@Shareduserid int
Have you checked the "Report Security" for the role in the SMACC?
Administrators have access to everything, but other roles do not.
I have created a new custom report and this did not appear for non-Admin users. I had to grant accedd in SMACC.
I was tinkering with the ReportSecurity table yesterday and manually added some entries in there for this report and they are showing in the roles as per your screenshot, so at least I know that worked. I will ask some users to take a look and see it's now appearing - Thanks!
Still not available for users... time for a ticket with support I think