Share Report

In addition to role-based authorization, the system also supports a flexible sharing mechanism for individual Reports. Users can share Reports with other individuals or User Groups, with specific permissions such as Viewer (view only) or Member (edit). This allows for more flexible collaboration without affecting overall permissions at the Workspace or Organization level.

Share an Individual Report

Sharing is applied to each Report, with custom permissions for each shared user (e.g., Report A is shared with User X, Report B with User Y).

1

Navigate to All Reports Page

Log in to the FPT Data Suite system and go to the All Reports page of the desired Workspace.

2

Open Sharing Settings

Click Share on the specific report you want to share.

3

Add User and Set Permission

Select the user, assign a role (Viewer/Member), and click Share.

Share Reports in Bulk by User Group

FPT Data Suite supports sharing Reports in bulk based on the configuration of each User Group, helping to simplify report distribution with the correct access permissions and data scope.

This feature allows Workspace Admins to:

• Save time: Avoid manual sharing of individual reports to each user.

• Ensure consistency: All group members receive the right reports with the correct permissions and filters.

• Scale efficiently: When new members are added to a group, predefined sharing settings can be applied automatically.

Detailed sharing steps available [here]