"MVP Tips: Share Report Templates
Business Intelligence and Reporting Engine reports can be shared by downloading the report template, sending the resulting file, and then the recipient can upload the template to have their own copy of the report criteria.
To download your Custom Report templates, navigate to the Business Intelligence and Reporting Engine page, select the menu icon next to the report whose template you want to share, and then click ‘download’. Save the resulting file to your computer. This file can now be shared by sending it to your preferred recipient.
To upload the report template, navigate to the Business Intelligence and Reporting Engine Page, select the menu icon next to the folder you want to place the report in, and then click ‘upload’. Locate the report template on your computer, select it, and upload.
This resulting report will have all the same criteria as the original report.
Related articles are linked below the transcription of this video for more information on how to upload, download, schedule, and edit reports.
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