Share a Core UI report

task brazil Updated Sep 24, 2026 4 min read t_ShareASetting.md
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Control which users and groups can see a Core UI report.

Before you begin

Role required: report owner, report_admin, report_global, or report_group.

This topic refers to Reporting in the Core UI. If your instance is a Brazil release or migrated to Platform Analytics experience, see Share a data visualization in the Visualization Designer.

The creator of a report can share that report with any user. The following roles can share reports:

Role

Report sharing permissions

report_admin

Can share a report that is shared with the user, any group, or everyone. This role can share with:- any user

  • any group
  • everyone

The report_admin can also edit reports.

report_global

  • Can share a report that is shared with everyone. This role can share with everyone.
  • Cannot share a report that is shared with the user or a group

The report_global user can also edit reports that are shared with everyone.

report_group

  • Can share a report that is shared with the user, or a report shared with a group the user belongs to. This role can share the report with:
    • any user
    • any group
  • Cannot share a report that is shared with everyone, or with a group the user doesn’t belong to.

The report_group user can edit reports that are shared with the groups they are members of.

report_scheduler

No sharing permissions.

report_user

No sharing permissions.

## About this task

You can control who sees reports by making them:

  • Globally visible to all users
  • Visible only to you if you're the report creator.
  • Visible to one or more specific users
  • Visible to one or more specific groups

Note: The permissions of a report can constrain the number of users or groups you can share a report with. For more information, see Restrict report creation with an ACL rule.

It is not possible to grant edit rights on a report when you share it.

Procedure

  1. Navigate to Platform Analytics Administration > Usage and governance > Reports and select the report you want to control.

    On instances with Unified Analytics enabled, and on new Brazil instances, both Core UI reports and Platform Analytics experience data visualizations are found in the Platform Analytics library. Navigate to All > Platform Analytics > Library > Data Visualizations. For more information, see Differences between Core UI and Platform Analytics dashboards.

  2. In the upper right side of the report form, select the Sharing icon [Omitted image "square-share-fill-24.svg"] and select Share.

  3. In the Sharing settings dialog box, fill in the fields and select OK.

Field

Description

Visible to

Users to whom the report is available. You can select the following options:- Me Only you can view the report. This option is only available to you on the reports that you create.

  • Everyone All users can view the report. However, you can select required roles, and only users with at least one of those roles can view the report.
  • Groups and Users Only specific groups and users can see the report. The Groups and Users option is visible to users with the report_group role.

Requires role

(Optional) Roles from the Roles [sys_user_role] table. If you select any roles, a user must have at least one of them to view the report. If you don't select a role, all users can view the report.You can specify required roles only for reports that are otherwise visible to Everyone. If you modify such a report to be shared with specific Groups and Users, the required roles no longer apply.

Groups

Groups whose members have permission to see the report.This field is available when the Groups and Users option is selected.

Users

Users who have permission to see the report.This field is available when the Groups and Users option is selected.

4. Select the **Sharing** icon \[Omitted image "square-share-fill-24.svg"\] and choose **Add to Dashboard** or **Copy read-only link**.
  1. Share the dashboard or share a read-only URL of the report.

    You can share the read-only URL of the report with any authenticated user, but that user must have rights to view the report data.

Parent Topic:Distribute Core UI reports

Related topics

Share a responsive dashboard

Administering Core UI reports

Keywords Share a Core UI reportShare a report in the classic environment
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