Shared reports administration

Shared Reports Admin lets you create shared reports, edit existing reports, and manage report permissions.

Access Shared Reports Admin

1. From the main navigation menu, choose Admin, then Shared Reports Admin.

2. Use the Search to find a specific report.

3. Optionally, click a column header to sort the table by the header criteria.

Create a new shared report and assign permissions

You can create a shared report from the Baseball Card, Scoreboard, Student Item Analysis, and Standards Reporting reports.

You can also create a report using an external URL. To create a shared report, you must first create the report's URL. Build the report and click Share to generate a shared report URL. Copy and paste that URL in Step 5 of this procedure.

1. From the main navigation menu, choose Admin, then Shared Reports Admin.

2. Click Create new link.

3. Enter a Title and Description.

4. Optionally, adjust the Order. The Order controls the sort order on the MyDashboard Shared Reports tab. The available range is 1-999. The default is 100.

5. Choose the report Type.

6. Enter the report URL.

7. Click Save.

8. Click Permissions to allow users and groups to access the shared report.

   1. Click Add user or group.

   2. Select Users or Groups.
      To select multiple users or groups, press and hold the Ctrl key on a PC or the Cmd key on a Mac while you make your selections.

   3. Click OK.

   4. Assign permissions:

      • read - user can preview the report in the MyDashboard Shared Reports tab.

      • update - user can edit the link if they have access to the Shared Reports Admin page.

      • admin - user can update permissions, delete the report, and assign permissions.

   5. Click Save.

9. Click OK.

Edit, change permissions, or delete an existing report

1. Select Admin > Shared Reports Admin from the main menu.

2. Filter to display the desired reports.

3. Click Edit on a report's row to Edit.

4. Click Permissions on a report row to change its permissions.

5. Click Delete on a report row to delete the report.