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Share or Transfer Ownership of Saved Reports

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Maria Herrell
Updated 32 minutes ago
You can transfer ownership or share a saved report with other users in your Pipeline CRM account—either globally (everyone) or only with specific users. This is handy when you want your team looking at the same numbers without rebuilding the report from scratch.  

Share a Saved Report
  1. Go to your report.
  2. In the top navigation of the report, click on the 🔗 link icon.
  3. Toggle Privacy settings on.
  4. Choose one of the following:
    • Share globally (all users in your account)
    • Share with selected users or user groups, then pick the users you want
      • Select their permission access to viewer to editor.
  5. Click Save.
The sharing feature also allows you to transfer ownership of your report to another user.


What Happens Next
  • The users you shared with will get a notification.
  • The shared report will appear for them in the Reports sidebar (typically in the lower section of the left column).  
Need help? Contact support at [email protected].
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