Create a Custom Report Choose access deliberately Report visibility and view visibility are separate settings: Private means only the report’s creator can open it. School Shared makes it available to staff with report-viewing access. A view can be Personal (only me) or Shared (all viewers). A personal view is useful for an individual’s layout or analysis without changing the shared view. Staff still need the relevant permissions for the records and fields used by a view. A shared report does not grant access to data that a staff member’s role does not allow them to see. See Share a Report for the full access model.
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