Sharing Custom Reports with Other Users
In NetSuite, any user with permissions for a report's underlying records can access a custom report. But to find it, they have to search for it or know the report URL. To make a report more accessible, you can specify an audience to share it with. The audience for your custom report can run it by going to Reports > All Saved Reports. For information, see Saved Reports Page.
This behavior also applies to the Administrator role. Users with the Administrator role are unable to see all the reports if:
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they are not included in the report audience
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the report is owned by another user
Users in the audience with the Edit or Full level of the Report Customization permission can edit the custom report and save it with a new name. Only the report owner and a user with the Administrator role can edit the report and save it with the same name.
Users with the Administrator role have access to all custom reports.
Related Topics
- Report Customization
- Report Builder Interface
- Report Customization Permission
- Adding, Removing, or Reordering Report Columns
- Formatting Numbers on Reports
- Filtering Data on Reports
- Sorting Data on Reports
- Setting Additional Options for Custom Reports
- Arranging Data on Summary Reports
- Setting Up Cash Basis Reporting
- Exporting a Saved Report as an Excel Web Query
- Example Report Format Changes
- Saving a Custom Report
- Deleting a Custom Report