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Report Settings: Mark as Publicly Accessible

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How Mark as Publicly Accessible Works

In Dynamic Reports

In PDF Reports

Reports With This Setting

Related Settings

 

How Mark as Publicly Accessible Works

Applies to:
✔ Dynamic ✔ PDF

✔ Client Portal

 

By default, any report view or PDF template you create is available only to the creator. This setting allows you to share the report view or PDF template you created with other users in your firm.

Note

Only users with the appropriate permissions will see views you share. For example, if you created a Transactions report view, it would only be accessible by members of your firm who have permission to view Transaction reports. For more information, see Manage Views.

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In Dynamic Reports

Select this check box to allow others to see this report, if they have the appropriate permissions set by your administrator on the User Management page.

When you select Mark as publicly accessible, the Manage View Access link appears. Use this link to manage permissions for report views directly.

Report views marked as publicly accessible

The Shared Views list displays shared views your user has permission to see.

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In PDF Reports

Select this check box to allow others to see this PDF report template, if they have the appropriate permissions set by your administrator on the User Management page.

When you select Mark as publicly accessible, the Manage PDF Template Access link appears. Use this link to manage permissions for PDF templates directly.

Report templates marked as publicly accessible

The Shared list displays shared templates your user has permission to see.

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Reports With This Setting

Performance Reports

Holdings Reports

Transaction Reports

Business Intelligence Reports

 

Financial Planning Reports

 

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Related Settings

The following settings and processes interact with this setting:

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