I can’t find the user I want to share a report with

Looking for help with this feature in Polaris? Check out I can't find the user I want to share a report with in the Polaris help.

Any and all users eligible to share a report with should display when you:

  1. Select the  icon for a report (or click Share button on the report’s page).
  2. Click the User, Group field.
  3. Choose All Users.

Users won’t display if:

  • They don’t have access to reports
  • They don’t have permission to run the report you are trying to share
  • They don’t have the required license for viewing the report
  • They’ve been disabled in the system

If the user should be allowed access to that report, a Replicon administrator can:

  1. Go to Administration > Employees and Organization > Users.
  2. Select the timesheet owner’s name.
  3. On the Roles & Permissions tab, ensure the user is assigned the Report User permission set and a role that supports use of the report in question.
For example, if you are trying to share a billing report, ensure the user has billing manager access.
  1. On the Licenses tab, ensure the user is enabled, and that they are assigned a license that supports use of the report.
For example, if it’s a project report, they need a license that supports projects; if it’s a timesheet report, they need a license that supports timesheets. Check Choosing your products for more information on what features each product supports.

Related topics

Saving and sharing reports
Scheduling a report to be emailed regularly
Using Replicon reports (video)
Using Replicon reports
Reports Field Matrix