How to add a member to an existing personnalized report

Under the Reports menu, select Personalized Reports.

In the Show Personalized Reports form, locate the desired report, then right-click to open the contextual menu.

From the contextual menu, choose Set-up Properties.

In the Custom Report form, navigate to the Permissions subtab.

Right-click within the tab to open the contextual menu, then select New.

In the Search - Person form, enter the code or name of the member you want to grant access to.

Double-click the member’s name from the search results to select them.

The selected member will now appear in the Permissions tab. You can adjust their permissions as needed.