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Determine who can use a report

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Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

By default, a report is a personal report and can be used only by the author unless it is shared.

If you use Microsoft Dynamics 365 for Outlook, all reports that you own will be available when you’re offline. More information:   Work offline with Dynamics 365 for Outlook.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in View your user profile..

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Customizations.

  3. Click Customize the System.

  4. Click Components > Reports, and then click or tap the report that you want to share.

  5. Click Actions.

    • To change the owner, select Assign, and then select the user or team.

    • To share the report, select Sharing, add the user or team you want to share the report with, and then give them specific permissions. Click or tap Share.

  6. Click Save or Save and Close.

See Also

Get a list of available reports
Run a report
Report writing with CRM 2016 for online and on-premises