{"id":23823,"date":"2024-02-15T14:53:34","date_gmt":"2024-02-15T22:53:34","guid":{"rendered":"https:\/\/docs.extraview.com\/v25\/book\/personal-shared-reports-1\/"},"modified":"2025-02-06T19:13:59","modified_gmt":"2025-02-07T03:13:59","slug":"personal-shared-reports-1","status":"publish","type":"page","link":"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/personal-shared-reports-1\/","title":{"rendered":"Personal &#038; Shared Reports"},"content":{"rendered":"<h3>\n\tPersonal Reports<\/h3>\n<p>These are reports or charts that you have prepared and saved for your personal use. Other users may not access these.<\/p>\n<h3>\n\tShared Reports<\/h3>\n<p>These are reports or charts that you or someone else has prepared for use across individual user roles or for everyone\u2019s use. Your administrator must give you permission to create and save shared reports.&nbsp; With permission, you can create and maintain groups of users that you may share reports with.<\/p>\n<h3>\n\tRole-Based Reports<\/h3>\n<p>These are reports or charts that may be shared across all the users of a user role. Your administrator must give you permission to create and save shared reports.<\/p>\n<h3>\n\tReport Organization<\/h3>\n<p>Reports are organized within the Personal Reports and the Shared Reports folders that you see on the Query screen. Within both the Personal Reports and the Shared Reports sections, you can create sub-folders to keep reports of a similar nature organizaed. Sub-folders may contain other sub-folders.<\/p>\n<p>You can manage the folders by clicking on the <b>Manage Report Folders<\/b> button. If you do not have any folders to manage, then this button will not appear. This displays a screen similar to the following:<\/p>\n<p><img decoding=\"async\" src=\"\/v25\/extraview-media\/images\/ug\/querying_reporting\/manage_report_folders.png\" width=\"90%\" \/><\/p>\n<p>Folders can be created at any point in the tree by clicking on the place in the tree where you want to create the new folder, then entering a new folder name, followed by clicking on the <b>Update<\/b> button. The <b>Edit<\/b> button allows you to rename any report folder. Note that the <b>Delete<\/b> button only appears by a report folder that does not contain any reports. If you want to delete a report folder that contains reports, you must either move the reports to a different location, or delete them first.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Personal Reports These are reports or charts that you have prepared and saved for your personal use. Other users may not access these. Shared Reports These are reports or charts that you or someone else has prepared for use across individual user roles or for everyone\u2019s use. Your administrator must give you permission to create&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":23769,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_lmt_disableupdate":"no","_lmt_disable":"","_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"class_list":["post-23823","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Personal &amp; Shared Reports - Product Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.extraview.com\/v25\/extraview-25\/end-user-guide-1\/reporting-1\/personal-shared-reports-1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Personal &amp; Shared Reports - Product Documentation\" \/>\n<meta property=\"og:description\" content=\"Personal Reports These are reports or charts that you have prepared and saved for your personal use. 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