You can share a custom report with other users of the organization's Essential Insights and provide either view (View Only permission) access or both view and edit (Editaccess. You can also revoke report access to a user.

To share a custom report:

  1. On the EI home page, open the custom report that you want to share
  2. On the top-right of the page, click the More Options icon > Share Report

You will see the list of Capillary and org POCs

  1. Select your intended users and click on the appropriate button

  • Allow Edit: To provide both view and edit access to the selected users
  • View Only: To provide only read access to the selected users
  • Unshare: To stop sharing the report which is already shared 
  1. Click Apply