Sharing Reports

Sharing Reports

Any report created in the Manage Clients Dashboard can be shared to any other user within the firm, or the firm as a whole. Only the user who created the report can edit the share settings.

Users who have share access to a report can View the Report but not make any edits to the report settings or data filters.

Users with share access can Make a Copy of a shared report, creating a version they “own” to edit and adjust how they may need.

Sharing a Report

The share report drop-down is part of the Report Name and Details dialog and can be accessed when saving a report for the first time, or by clicking Tools > Edit Report Details when viewing an existing report.

Click the Sharing drop-down to begin.

  • Select Public (shared with everyone) to make the report available firm-wide.
  • Select one or more individual users to share only with select people.
  • Search for specific users by typing all or part of their name in the sharing box.
  • Click on any user name to remove them from the share list.

Click Save Report when finished. The report becomes available to the selected users in the Custom Reports list of their Manage Clients Dashboard.

    • Related Articles

    • Sharing Dashboards

      Sharing a Dashboard allows one user to create a Dashboard layout that can be viewed by other selected users in AE CRM. You must have at least one dashboard created or shared to you in order to share to others. If a shared dashboard is owned by ...

    • AdvisorEngine Client Portal Document Sharing

      Firms that have enabled the AE Client Portal can share documents to clients directly from the CRM or see documents the client has uploaded to their client portal. Prerequisites: The AdvisorEngine Wealth Platform/CRM Integration must be enabled. The ...

    • Opportunity Reports

      From within the Opportunities Workspace, you may choose several reports that display data on your Opportunities. Open the Opportunities Workspace and select the Opportunities you wish to include in the report by clicking the checkboxes. (You may also ...

    • Viewing Reports

      Saved or shared reports are accessed from the Custom Reports list in the Manage Clients Dashboard. Begin by navigating to Manage Clients > Dashboard and locate the Report in the Custom Reports list. Use the Report Types Selected drop-down to filter ...

    • Editing Reports

      When Viewing a Report, you can make changes to the underlying structure of the report at any time, provided it is a report you own. Reports that are instead only shared to you must first be copied and changes made to that copy. Any changes you make ...