I’ve created and saved a custom report. How do I share it with others?

Once you create a custom report, it is available to you (and you only) from the Custom Reports tab. In addition to being tied directly to your user account, custom reports are also tied to the center that was currently active at the time you created the report. For example, if you created a custom counseling sessions report under the Main Business Assistance Center, that report will only be available to you when the Main Business Assistance Center is the current active center.

But there is a way to share your custom reports with other users and centers. In fact, you can share, edit, or delete the custom reports you create from the Custom Report Management interface, which is available by selecting Tools|Manage Custom Reports. This interface organizes custom reports by category, as shown in the next graphic.

Note: If your user account is set up with full administrator privileges, you'll be able to see and manage all custom reports created by all users; not just those you created.

To share a report with other users, edit a report title, or delete a report, click the category's corresponding Edit button. This displays an editable view of report titles and sharing properties, as shown in the next graphic. Make the changes necessary and click the Update button.

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