Managing Data in All Organizations: Reports
  • 12 Apr 2023
  • 1 Minute to read
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Managing Data in All Organizations: Reports

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Article Summary

The Reporting screen displays all saved reports in your home Organization only. When working with reports you or another user in your home Organization created, you may add Intelligence Data sections that contain data from Groups and Cases in any Organization on your instance to the report.

Important
If you add data from a Group in another Organization to a report, users in your home Organization will be able to open the report; however, Group Data sections containing data from that Group will not be visible to them. Similarly, if you add data from a Case in another Organization to a report, users in your home Organization will not be able to open the report. As such, it is recommended that you identify which reports contain data from Organizations outside of your home Organization in the report's description so that other users in your home Organization do not attempt to open those reports.

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