You can share a BI Report that you have created and stored in the My Custom Reports section with a colleague or with the Support team. The report can be downloaded, the file emailed, and your recipient can upload it. Additionally, you can upload files from our Report Cookbook.
If only the report data needs to be shared, it can be exported to Excel or it can be scheduled to be emailed to the recipients automatically. (See separate articles on these topics.)
If you prefer to watch a video, see MVP Tips: Share Report Templates.
Downloading a Report
Scroll down to the My Custom Reports section - only Custom reports can be Downloaded, as other reports are already available to all users.
Right-click on the hamburger menu (three horizontal bars) on the report you wish to download.
A pop-up will be created to save the file.
Uploading a Report
Scroll down to your My Custom Reports section - reports can only be added to that section.
- If desired, add folders to better organize the uploaded reports
On the folder into which you'd like to upload the report, right-click on the hamburger menu (three horizontal bars)
In the resulting pop-up, select a file of type .wr, and click Open.