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Making a custom report accessible to other agents
Answer ID 1780   |   Last Review Date 07/22/2019

How do I make a custom report accessible to other staff?


Analytics, Custom Reports


To share a custom report with other staff members, you can enable the permission for the staff profile under the Permissions property from the Home ribbon and move the report to a public folder.

Note: Reports are interface specific. If you add a new report while logged in to an interface, you can only access that report from that same interface.

To make a report accessible to other staff members, use the steps below:

  1. Open the report for editing.
  2. Click the Home tab, in the Properties ribbon group, click the Permissions button.
  3. In the pop-up window, enable the Open and / or Edit permissions for the appropriate profiles listed and click OK.
  4. Save the report.
  5. From the reports explorer, make sure that report is listed in a location under the Public Reports section.

Note:  For profiles with 'admin' access, options will be enabled and grayed out. They are automatically granted permission to custom public reports via their profile Analytics settings.

For additional information, refer to the 'Specify Report Permissions' section in the Online Help User Guide documentation for the version your site is currently running. To access Oracle B2C Service manuals and documentation online, refer to the Documentation for Oracle B2C Service Products.