How to Share a Report in CRM

Overview: 

This article will provide users with a step-by-step guide on how to share a reportin X4A CRM. 

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu. 

5. Navigate to Tools and choose Reports. The Available Reports list view will appear by default (unless you have modified it previously).

6. Locate the report you want to share, then click the checkbox next to its name. 

7. Click the Share button. 

8.  Input the user or team that you want to share the report with.  

9. Tick the Manage Share Access option.

10. Grant the selected user or team access to the record by assigning the appropriate permissions:  

    • Read  

    • Write 

    • Delete  

    • Append  

    • Append to  

    • Assign  

    • Share  

11. Once the permissions are selected, click Share to share the report while maintaining ownership.