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Sharing a report

Updated

Once a report has been saved, it can be shared with other portal users in your organization.

Note: Sharing a report with a user will only grant them access to the data in the report that they have permission to access.

To share a report:

  1. Log in to the SHOEBOX Data Management Portal.
  2. Click on Reports.

  3. Click on the report you would like to share.

    A screenshot of the Reports page listing active reports.

  4. Click on the Share icon next to the title of the report.

    A screenshot of an example report with the Share icon highlighted.

  5. Use the dropdown menu to select the users in your organization that you would like to share the report with.

    A screenshot of the Add Users popup menu that is displayed when selecting who to share a report with.

  6. Click Share to share the report with them.

    A screenshot of the Add Users popup with the Share button highlighted.

  7. The following success or failure messages will display, notifying you if a report has been shared successfully, or if there was an error sharing the report.

    A screenshot that shows the error that appears when a report cannot be shared with a lower-access user.
  8. Click Done once you are finished sharing.
    • Note: Access can be revoked at any time by clicking on the Delete icon delete-icon.png next to a user's name.

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