> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/reporting-and-integrations/reporting/share-a-report-with-a-colleague.md). # Share a report with a colleague Sharing lets you grant a specific teammate in-app access to one report, even if they don't otherwise have full Dashboard and Reports access. Open the report you want to share, then click Share in the report header. A picker lists the other users in your business. Eligible people are listed first with a checkbox; check everyone who should see the report and click Save. The button shows a small count of how many people the report is already shared with, and the picker opens pre-selected with whoever currently has it, so you can add or remove people at any time. People you share with see only the reports shared with them, not your whole Reports area. Some users appear greyed out and can't be added. The two reasons shown are that they already have full Dashboard and Reports access (so sharing would do nothing) or they have no web access (Reports is web-only, so a share would be unreachable). Two honest limits: you can only share reports you can already see yourself, and nine reports can't be shared at all — Custom Pricing, the five job-costing reports (Job profitability, Cost breakdown, Estimated vs. actual, Labor cost by job, Technician profitability), and the three timecard reports (Payroll hours summary, Overtime, Timecard status). The Share button simply won't appear on reports that aren't shareable or that you don't have permission to view. If a report or Share button is missing but you need it, contact your business's administrator to review your role. > **Where to find it:** Open any report from Reports, then use the Share button in the top-right of the report header. ## Related guides * [Export, filter, and drill into a report](/reporting-and-integrations/reporting/export-filter-and-drill-into-a-report.md) * [Reading the A/R aging report](/reporting-and-integrations/reporting/reading-the-a-r-aging-report.md) * [Reports: what's available and where to find them](/reporting-and-integrations/reporting/reports-whats-available-and-where-to-find-them.md) * [Customizing your Dashboard (KPIs and widgets)](/reporting-and-integrations/reporting/customizing-your-dashboard-kpis-and-widgets.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/reporting-and-integrations/reporting/share-a-report-with-a-colleague.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.