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You can share reports with users within your department and between multiple departments. You can also share reports with clients as well.

To Share Reports:

  1. On the main menu, click Reports.
  2. From the New report...drop-down list, select a report template and click Go.
  3. From the Share with users drop-down list, select appropriate optionĀ  with whom you want to share the report.
  4. From the Share with clients drop-down list, select the clients with whom you want to share the report.
  5. Click Save. The report is shared.
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