Help with… Help → Reports and Permissions
Reports in Robin can be either public or private, which determines who can view and access them within your organisation.
Public vs Private Reports
Public Reports: Visible to everyone in your organisation.
Private Reports: Only visible to specific users who have been granted access.
Default Access Settings
- When a report is first created, it is set to "private" by default.
- Only the creator of the report can initially view it.
- The creator has "Owner" status and full permissions.
Why You Might Not See a Report
- The report is set to private and you haven't been given access.
- You need specific permissions to be added by the report owner.
- Your account may not have Reports functionality enabled.
How to Gain Access to Reports
If You Need Access to a Specific Report:
- Contact the report owner or creator.
- Ask them to share access through the sharing settings.
If You Can't Access Reports at All:
- Check with your administrator to ensure Reports is enabled for your account.
- Verify you're logged into the correct workspace.
Sharing Reports with Colleagues
If you're a report owner, here's how to share your report:
- Click the three vertical dots to the right of the reports title of your report.
- Select "Share".
- Use the search function to find colleagues.
- Select their names to add them.
- Click "Update and share" to grant access.
Important Notes:
- Users with access to a report can see all contracts within that report.
- The report owner cannot be removed from the access list.
- When you share a report, users will receive an email notification.
Best Practice
- Only share reports with colleagues who need access.
- Regularly review and update sharing permissions.
- Consider using public reports for team-wide analyses.
- Document the purpose and scope of shared reports.