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Only the Report Owner can edit, delete, or manage access for their own reports. Users with shared access can view reports, but cannot modify or remove them.
Understanding report access
Reports can use one of the following access levels:
|
Access level |
Who can view the report |
Who can edit or delete it |
|---|---|---|
|
Private |
Only the report owner. |
Only the report owner. |
|
Public |
All members in the instance. |
Only the report owner. |
|
Shared |
Selected members and teams. |
Only the report owner. |
Edit report details
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Go to Reports from the left sidebar.
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Find the report using the search bar, filters such as Owner or Report Type, or the available report tabs.
-
In the Actions column, choose one of the available actions:
|
Action |
Description |
Availability |
|---|---|---|
|
Share |
Add users or teams to a report. |
Report owner only; available for private reports. |
|
Edit |
Update the report name or access level. |
Report owner only. |
|
Delete |
Remove the report. |
Report owner only. |
-
Sharing is only available for private reports.
-
You can grant access only to users who already have access to the system or the relevant project.
Duplicate a report
If you have access to a shared report but are not the owner, you can create your own copy from the report details page.
-
Open the shared report.
-
Click Save copy in the top right.
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Enter a Report name.
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Set the report Access.
-
Click Save.