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Manage View Access

Select Mark as publicly accessible to allow others to see this report, if they have the appropriate permissions set by your administrator on the User Management page. When selected, the Manage View Access link appears. Use this link to manage permissions for report views directly.

By default, any report view or PDF template you create is available only to the creator. This setting allows you to share the report view or PDF template you created with other users in your firm.

Only users with the appropriate permissions will see views you share. For example, if you created a Transactions report view, it would only be accessible by members of your firm who have permission to view Transaction Reports. For more information, see Manage Views.

For more information on sharing PDF templates and report views, see Mark as Publicly Accessible.