How to Share a Saved Report With Collaborators

In this article:

• Overview
• How to add a collaborator
• How to remove a collaborator
• Things to keep in mind
• FAQs
• Who can do this

Overview

By default, a saved report is only visible to its owner (and to Owners and Admins). Adding collaborators lets other people find and open that report in their own Saved Reports list — handy when a team of Managers works from the same report setup.

How to add a collaborator

1. In the left-hand menu, go to Reports.
2. Click the Saved Reports tab.
3. In the report's row actions, click the Manage Collaborators (share) icon.
4. In the Manage Collaborators dialog, use the Add people to collaborate search box to find a person by name or email.
5. Select each person you want to add — they appear in the list above.
6. Click Add to save.

The people you added can now see and open the report from their Saved Reports tab.

How to remove a collaborator

1. Open Manage Collaborators for the report as above.
2. With no new people queued to add, the current Collaborators are listed.
3. Click the Remove icon next to the person you want to remove.

The owner is labelled Owner and cannot be removed from the list.

Things to keep in mind

• The report owner is always a collaborator and is shown as Owner — you can add or remove others, but not the owner.
• Collaborators can open and work with the report; sharing controls visibility of the saved report, not the underlying data permissions.
• Owners and Admins can already see all saved reports in the organisation, so you mainly add collaborators to give Managers and People Managers access to a specific report.

FAQs

What can a collaborator do with the report?
A collaborator can find and open the shared report from their own Saved Reports list and run it against current data.

Can I remove the owner?
No. The owner is fixed and shown as Owner in the collaborators list.

Do collaborators get notified?
Adding a collaborator makes the report visible to them; this article covers sharing the saved report, not sending a copy. To email a report on a schedule, use Schedule a Report instead.

Who can do this

Owners, Admins, Managers and People Managers can open a saved report's Manage Collaborators dialog and add or remove collaborators. Content Managers, Instructors, Employees and Restricted users do not have access to the Reports area.

Updated on: 18/07/2026