Best way to share reports with several people

  • 25 April 2022
  • 1 reply

What would be the best way to share reports with several people, with each having a different filter applied? An example is if we have 50 site managers and each manager should see a report for their site only with site being a filter/ field within a current report.


Best answer by Keiran 25 April 2022, 18:22

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Hi Mohamad,

I believe the best way for you to achieve this would be by using Access Rights, these allow you to create security for users by a metric (such as site). You can then ensure that site managers are only able to see their data.

This thread on the community has some more information; Defining and applying custom access rights | Community (

There’s also a much more comprehensive guide to access rights that you can find here: Setting Up User Access: The Complete Practical Guide | Community (

I hope this helps!