Sharing Custom Report Layouts allows you to effortlessly integrate reporting workflows into your day-day operations. This feature streamlines Custom Report management across your organization while allowing customization to meet the needs of different Departments, Users, or Groups. All Administrators who have the Analyze Essentials permission will be able to share Custom Report Layouts.

This article outlines the different ways to share Custom Reports.

If you are new to Analyze Essentials, refer to the overview article for details on how the feature works.

Share a Custom Report Layout

From the Analyze Essentials Custom Reports page in the Admin Experience:

1. Select the Custom Report to share.
   
    
2. Click Share from the Actions menu to open the Share Custom Report page. Only one Custom Report Layout can be shared at a time.
   
    
3. Set the Status to Active.
4. Select the Users, Groups and/or Departments to share the Custom Report with. 
5. Optionally, select the Share Anonymously box to share the Custom Report Layout without displaying the name of the owner to recipients.
    
    
6. Click Save to close the page and save the share settings. You can click Cancel to close the page without saving. 

Once the share settings are saved, the shared Custom Report will appear on all recipients' Custom Reports page.

Filter the Custom Report List

Filters are available on the Custom Reports page. From the top right corner of the page, the following Filters may be applied:

• All Custom Reports
• My Custom Reports
• Shared with Me
• Shared by Me

Share a Scheduled Custom Report

To configure a Custom Report to automatically generate on a schedule, and be shared with a list of recipients:

1. On the Custom Report page, select a report and click Edit.
2. Click the Schedule button on the right side of the page. 
3. In the Schedule window, set the Schedule Status to Active.
4. Select the desired Frequency: Daily, Monthly, Weekly, or Yearly.
5. Enter the recipients' Email Addresses to share the report with specific Users. 
6. Select any Groups to share this report with.
7. Save the Custom Report Schedule. 

Once the Custom Report Schedule is saved, it will begin to generate as per the selected Schedule Frequency.

Duplicate a Shared Custom Report

You can duplicate an existing Custom Report Layout to create a new report layout. From the Custom Reports page, follow these steps:

1. Select the Custom Report to duplicate.
2. Click Duplicate from the Actions menu to open the Add Report page. Custom Reports can only be duplicated one at a time.
   
    
3. From the Add Report page, confirm or change all report details, including the Report Name, as necessary. The duplicate will have 'Copy' appended to the Report name.
   
    
4. Click Save and then Back to return to the Custom Reports page. Once saved, the duplicate Report now appears on the Custom Reports page as a unique saved Custom Report layout.