Report Sharing

[MThomas1]

Use Case:

ITIL user / no specific report roles .

user able to create a report, but when trying to share the report , the only options available are " Add to Dashboard / Export to PDF".

what is the reason for a creator/owner of a report -> not getting the option to SHARE the report? Any report specific roles required?

Thank you and appreciate the guidance on this request.

[Pau Besalu · Accepted solution]

Hello Thomas,

To share reports, the user needs one of the following roles:

report_user: Can create and share personal reports.

report_group: Can manage and share reports that are shared with them (listed in Group).
report_global:Can manage reports that are shared with everyone (listed in Global). false
report_admin: Can manage, share, publish, and schedule all reports. Can access Reports > Administration
and manage all report-related objects. The report_admin role inherits all other report roles.

For basic functionality, you would assign the role report_group or report_user.

Kind regards,

Pau.

[Kieran Anson · Accepted solution]

Have you provided the report_group role?

[Hanna_G · Accepted solution]

By default, ITIL users can create reports but can’t share them unless they have a reporting-related role.

To enable the Share option, the user needs either:

• report_user (to create and share personal reports), or

• report_admin (to manage and share reports globally).

Without these, only Add to Dashboard and Export to PDF will appear.

You can grant report_user safely — it allows sharing and scheduling reports without giving full admin access to reporting.

[Hanna_G · Accepted solution]

By default, ITIL users can create reports but can’t share them unless they have a reporting-related role.

To enable the Share option, the user needs either:

• report_user (to create and share personal reports), or

• report_admin (to manage and share reports globally).

Without these, only Add to Dashboard and Export to PDF will appear.

You can grant report_user safely — it allows sharing and scheduling reports without giving full admin access to reporting.

[MThomas1]

Hello ,

I tried report_user role -> No impact, Share option was not available. 

Report_Group -> Share option available.

[MThomas1]

Thank you all for your quick and helpful input /solutions , I appreciate the guidance.