Easily Determine Who Has Access to Your Reports
This straightforward guide will help you determine if a report has been shared with others. Keeping your data secure and private is essential, and this process ensures you have control over who can view your reports.
Accessing the Reports Module:
Step 1: Access the Reports Module
You can manage your reports by clicking on the Reports module from your dashboard.
Step 2: View All Reports
Click on the three-dot menu (⋮) in the top-right corner of the Reports section.
Select "View All Reports" from the dropdown. This will display a comprehensive list of your reports, including those categorized as Organization, Public, Private, and Shared.
Checking for Shared Access:
Step 3: Inspect Sharing Details
Locate the specific report you want to check, and click on the three vertical dots located in its right corner.
From the dropdown menu, select the 'Share' option.
Upon selecting this, you'll see the 'Share Access' card, which provides insights into who can access this report.
Modifying Access Permissions
Restricting Access
Within the General Access section of the Share Access card, you can switch the access setting to "Restricted".
This change will limit the report's visibility, and only users with explicit access will be able to view it.
Confirming Shared Users:
In the Access column, you can see the initials of users who currently have access to the report.
By following these simple steps, you can easily check and manage the shared access of your reports, ensuring your data remains secure and only accessible to the intended audience.