Share a CRW report

When you have full permissions, you can view and manage the reports in the Custom reports lists. Custom Report Writer (CRW) reports can include financial data, non-financial data, or a combination of both.

Share a report on an application menu

You can easily share a custom report with other members or your team or users in your company.

1. Go to Reports > All > Advanced > Custom reports
2. Find the report that you want to share in the list and select Edit.
3. Go to the last step and select Save.
4. Optionally, add the report to an application menu as described in Save and add your report to a menu.
   For example, you might add a report for draft journal entries to the General Ledger. This option makes the report available to other users.

Share a report in dashboards and groups

You can schedule custom reports to run at different times with the same settings and make them available in dashboards and report groups. A report must be memorized before you can add it to a dashboard.

You can share a scheduled custom report in the following way:

1. Memorize the report so it can be run again with the same settings.
2. Add the memorized report to a dashboard or report group.
3. Schedule a memorized report.