How to share a report and verify access

Before sending a link, make sure the report is saved and the recipient belongs to the required team.

1. Save the report

Give the report a clear name and check its filters. A link should lead to a saved object, not unsaved editor changes.

2. Check team membership

Access is determined by workspace, team, and role. A recipient does not receive dataset access merely by receiving a report link.

3. Verify as the recipient

Ask the colleague to open the link and confirm that expected fields and values appear. If needed, an administrator should adjust the role rather than send an export with restricted data.

Next step

If access does not work, use report-results troubleshooting.