Sharing Reports in Project Insight

Sharing reports in Project Insight allows other users, groups, companies, or teams to access the same report view without recreating it. Shared reports help teams distribute consistent project, resource, financial, and operational reporting across the organization.

How Do I Share a Report in Project Insight?

From the Save Report button in the lower right corner of every report, access the Save, Share, Description, and Schedule options.

If the report is relevant to multiple users, the Share tab allows you to share your report with Groups, Companies and Users.

These users will see the Shared report in their Shared Report menu (unless you uncheck that checkbox).

Can I Share Reports With Groups or Companies?

Using Companies or Groups ensure the report is shared with any new users added to the Company and/or Group automatically. Companies and Groups are dynamic. 

What Happens If I Share and Schedule a Report?

If you choose to share and schedule the report, see Scheduling Reports via Email because the scheduled email will go out to all of those with whom you have shared the report.

Do Shared Reports Respect User Permissions?

Shared users accessing the report from their Shared Reports Menu will see information filtered for their own user permissions. This is also true of users accessing the report from the emailed link to the report

A shared user accessing a report which was saved as static data (i.e. Excel or CSV) will see the exact same results as the creator of the report.

Frequently Asked Questions

Where do shared reports appear?

Shared reports appear in the user's Shared Report menu unless that option is unchecked when the report is shared.

Can I share a report with a group?

Yes. Reports can be shared with Groups. When users are added to the group later, they can automatically receive access to the shared report.

Can I share a report with a company?

Yes. Reports can be shared with Companies. Because Companies are dynamic, users added to the company later can receive access automatically.

Will shared users see the same report data I see?

For dynamic shared reports, users see report results based on their own permissions. For static Excel or CSV exports, users see the same exported results as the report creator.

Can scheduled reports be sent to everyone the report is shared with?

Yes. If you share and schedule a report, the scheduled email will go to the users, groups, or companies with whom the report has been shared.

Related Articles

• Saving Reports
• Scheduling Reports via Email
• Reporting in Project Insight
• Getting Started With Reports in Project Insight