Sharing reports

Access to a report comes from two places: your role in the workspace, and shares on the report itself. The share dialog lets you give a workspace member Read or Build on one report.

Before you start

• You need the share permission on the report. Workspace Admin and Editor have it. A workspace Viewer has it only with Build on that report.
• The person must already be a member of the same workspace. Add people to the workspace first.

Workspace roles and report shares

Who	What they get
Organization Owner or Admin	Full access to every report in every workspace.
Workspace Admin	Read, Build and Share on every report in the workspace.
Workspace Editor	Read, Build and Share on every report in the workspace.
Workspace Viewer	Read on every report in the workspace. Build and Share on a report only through a Build share on it.
No workspace role	Nothing. A share alone does not give access.

• Read lets a person open and view the report.
• Build also lets a person edit the report, and use its data to build their own reports.

Every member of a workspace sees all the reports of that workspace in the Reports list.

Note

Because every workspace member can already read every report, a Read share mostly serves as a notice. A Build share is what gives a workspace Viewer more rights.

Share a report

1. Open the report, in the viewer or the editor.
2. Click Share. The dialog “Share “…”” opens.
3. In Pick a member, choose a person. Type to search.
4. In Permission, choose Read or Build.
5. Click Add. Fresco BI shows Access added.

The person gets a notification: “… shared … with you”.

Change a permission: in the list, pick another permission for the person. The change applies at once. There is no save button.

Remove access: click Remove access next to the person, then confirm.

Caution

If you remove your own access, the dialog closes and you go back to the list. Fresco BI warns you first: You will lose access to this item.

Who you can share with

The Pick a member list shows only people of this workspace. It does not show:

• groups,
• yourself,
• people who already have a share on the report,
• workspace Admins, who always have full access (Admins always have full access).

Plan limits

Plan	Sharing
Free	You are the only member, so there is no one to share with.
Pro	Up to 5 people besides you, who only view. Only Read is offered: “On this plan the people you add can only view reports.”
Enterprise	Read and Build.

See Plans.

Share links

Fresco BI has no sign-in-free share link for a report inside the app. Each person must have an account and a role in the workspace. To show a report outside the app, see Embed a report.

Notes

• Not shared with anyone yet means the report has no shares. Workspace members can still read it.
• You do not have permission to share this item means you lack the share permission on the report.
• A person who is not in the workspace cannot receive a share. Add them to the workspace first.

FAQ

A colleague cannot find my report. Check that they have a role in the workspace. A share alone does not give access.

How do I let a Viewer edit one report, but not the others? Give that person Build on that report. This needs the Enterprise plan.

Can I share with a group? No. The share dialog lists people only.