Public and Private Reports

This page explains the difference between Public and Private Reports and how each type has different ways of being interacted with and shared.

Differences between Public and Private reports

• Public Reports are shared with everyone in your Organization.

• Private Reports are only visible to you. Depending on the privacy settings, Users may be unable to create/edit/delete/view Public Reports. See the role permissions section for the specific place where this is set.

This is also dependent on the report type:

• Public Reports: Save as PDF, copy link, schedule a Report, move to Private, or delete.

• Private Reports: Save as PDF, copy link, move to Public, or delete.

How to make a Report Public or Private.

Select Report to change

Select a Report for which you would like to change the status. On a Public Report, you can change it too Private and vice versa.

Steps on how to make a Public Report Private.

Steps on how to make Private Report Public.

Now that we understand the two types of Reports, we can learn about interacting with Reports. To begin let's schedule a Report. Click "Next" to continue.