Share and Stop Sharing Visualizations

You can share and stop sharing visualizations with other employees in your organization who have access to the Application Container > Analyze Reports In PowerBI feature. Access to this feature is configured in the Features tab of System Admin > Roles.

Important: The employees that you want to share your visualization of a report with must have access to that report prior to you sharing the report with them. You can grant and remove access to a report for users in your organization in the Security tab in Ad Hoc Reports > Edit > Properties.

To share a visualization with employees in your organization:

1. Go to Data & Analytics > Reporting & Analytics and click the Ad Hoc Reports tab.
2. Select a report in the list that has an associated visualization and then click Run.
3. Enter values for any required filters and edit the remaining filters as needed.
4. In the run report dialog box, click Visualize.
5. In PowerBI, click Share.
6. In the Share Report dialog box, you can share a report using one or both of the following actions:
   • In the By Employee tab, select the employees that you want to share your visualization with. This can be achieved by using any of the following methods:
     • Enter the employee's name or employee number in the To field. As you begin to enter an employee's name or employee number, Dayforce shows the employees that match your search criteria in a drop-down list.
     • Click To. In the Search dialog box, use the filters in the Filter tab to filter the list of employees.
     • (Optional) To stop sharing a visualization with employees in your organization, click the X to the right of the employee's name.
     • Note: You can save this filter by clicking Save Filter as, entering a name, and clicking Save. Dayforce saves the filter to the Saved Items tab in the Search dialog box.
   • In the By Roles tab, you can share a report by selecting the user roles that you want to share your report with.
     • To share a report with a users with a specific role, select a user role from the AVAILABLE list and move it into the SELECTED list. Alternatively, you can remove a user's access to a report by selecting a user role from the SELECTED list and moving it into the AVAILABLE list. Use the arrows located between the lists to move user roles where needed.
     • Note: The AVAILABLE list only displays the roles that the report has access to. To add or remove a role's access to a report, go the Ad Hoc Reports tab in Data & Analytics > Reporting & Analytics and then open the desired report. In the report designer, click Properties. You can add or remove a role's access to a report from the Security tab in the Report Properties dialog box.
7. Click Save.

Note: The recipients of your shared visualization can't edit or delete the visualization, because their Edit and Delete buttons are grayed out. However, they can make a copy of the visualization and edit the copy.