Build a custom report

Managing access to custom reports is crucial for ensuring that the correct information is available to the right people. You can use report permissions to control who can view and edit your reports. You can keep your reports private and accessible only to you, or share them with individual users and teams within your organization. This article will explain the different permission levels available for your custom reports.

In this article:

• Customize report access
• Give report access to additional teams and users
• Manage report permissions

Customize report access

All new custom reports are set to Private by default. You can change their visibility settings by going to the report's menu icon and selecting Report Permissions.

There are three global visibility settings available for custom reports:

• Private - Only you can view and edit the report. This is the default setting for all new custom reports.
• Public - Anyone with Reporting access can view
• Public - Anyone with Reporting access can edit

Depending on the setting, you can also give specific teams and users additional access to the report.

Select the new visibility setting you want for the report and then select Save.

Give report access to specific teams and users

When setting a report's permissions to Private or Public - Anyone with Reporting access can view, you have the option of giving additional view and/or edit access to the report to up to 10 specific teams and users using the available drop-down menus. 

Manage report permissions

You can view and edit all of your custom report permissions by going to Settings > Workspace > Report Permissions.

Here, you can see at a glance if a report is private or public. You can also select Edit  for a report to change its access.

Related articles

• Custom reporting in Kustomer
• Select custom report data
• Define a custom report action
• Custom report chart types