Share a Custom Report
Review data access before sharing
The report builder offers only records and fields available under your permissions. Other
staff may have a narrower set of permissions, so they may not be able to open every view or
see every block. The report does not bypass their role permissions.
Before sharing:
Remove columns and calculations that staff do not need.
Check each block’s filters and the date period they cover.
Ask a staff member with the intended role to open the report and confirm that the relevant
views and data are available.
If they cannot access it, ask an administrator to review their role rather than changing
permissions solely to make one report visible.
School sharing makes a report available within your school; it is not a public link.

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