Share reports with other users

You can share reports with other members of your company that have the necessary permissions to view the data. Reports contain important company information that you'll want to share with others.

Share a report with others

How you share reports depends to some extent on the type of report you're sharing.

How to share reports
To share Do this
Financial report Open the financial report writer and tab to Permissions, from which you can give users and groups permission to run the report
Custom report Memorize the report and make it public
Standard report Memorize a report and make it public

Completing the following procedures in this topic ensures that other users can run the report as needed.

To run a report and then share the results with others, you can add the memorized or financial report to a dashboard. Users must have permissions to access the data contained in the report, however.

Another way to share reports is through email. For more information, see Email a report.

Share a financial report

  1. Go to Reports > All > Core > Financial reports and locate the report.
  2. Select Edit and go to the Permissions tab.
    The Permissions tab identifies the report owner and specifies who can and cannot access the report. You need to grant access permission to each financial report individually.
  3. Add any users or groups you want to have permissions to the access list. Users that you give permissions to must have the permissions to access the data included in the report.
  4. Select Save.

Share a custom report

  1. Go to Reports > All > Custom reports and locate the report.
  2. Select Edit and go to the Save and add to a menu step.
  3. Go to the menu to which you added the report and open the report.
  4. Select Memorize and enter a name and useful description for the report.
  5. Select Public, so that others can see the report.
    Making the report Public ensures that other with the correct permissions users can see the report.
  6. Select OK.

Users can now see the memorized report in the list of memorized reports. You can add the report to a user's dashboard. For more information, see Add a custom report to a dashboard.

Share a standard application report

To share a standard application report, it must be memorized first. The following procedure shows you how to memorize the report and make it public for others who have the correct permissions. For more information, see Memorize a report.

  1. Go to the application containing the report and select the report name.
    For example General Ledger > All > Reports > General ledger Report or Accounts Payable > All > Reports > AP ledger.
  2. Select Memorize and enter a name and useful description for the memorized report.
  3. Select Public to ensure that the report is available to others that have the right permissions.
  4. Select OK.
You can also add the report to a user's dashboard, who has the correct permissions. For more information, see Add a report to a dashboard.

Share a report with someone outside of your company

To share a report with someone who isn't a Sage Intacct user, you can run the report offline and then send it as an email attachment.

Use caution when sharing reports with people outside your company. When a report is sent as an email attachment, there is no way to ensure that the outside user has permissions to see the information. External email attachments are a security risk in general, as they can be more easily hacked than other delivery methods.