You can easily share any report that you want. Here are the steps to follow:

  • Click on Reports tab
  • Select any report you'd like to share
  • Complete the parameters as needed
  • Click on the drop-down arrow next to Run Report
  • Click on Save this Report
  • In the Title field, key in your title
  • Check the box next to Share this report with all team members? 
    • Caveat: if your report allows for multiple Sales Rep selections then Sales Reps will not be able to see other Sales Reps selected.
  • Click Save