Sharing charts

Introduced in 2025.2

You can control who can see and use your interactive analytics charts. Sharing controls are located on the Sharing tab of the Chart Settings panel, which appears on the right when a chart is open from the Reports > Analytics section.

Shared with

This section determines who the chart is available to:

• Only me: The chart is private. Only you can see and open it in Reports > Analytics.

• Everyone: The view is shared with all technicians who can view reports.

• Group: The chart is shared with members of the specified group. Groups may represent teams, departments, or other organizational units. You can choose only one group here.

These settings control who can view the chart, not the underlying data itself. Data visibility depends on user permissions. Even if a chart is shared, each viewer will only see the data they are allowed to access based on their role and workspace rights, unless the Security settings specify otherwise.

Security

Use these options to control how data-level permissions affect the chart visibility:

• When the Bypass role-based access checkbox is cleared, the chart follows normal security rules: each user sees only the data they are permitted to view.

• If you want users to see the full dataset, regardless of their role or security restrictions, select the Bypass role-based access checkbox.

  WARNING: Selecting the Bypass role-based access checkbox allows every chart viewer to see all data, regardless of their access permissions. Use this only for charts intended for administrators or when all chart data is safe to share, as it may expose sensitive information.

Ownership details

The concept of "chart owner" ensures that the creator maintains uninterrupted access to their charts, regardless of their group membership.

NOTE: Administrators with the Manage Shared Dashboards and Charts permission can manage all shared charts, regardless of their sharing settings or owner.

At the bottom of the Sharing tab, you can view:

• Chart name: The internal name of the chart

• Owned by: The user who created the chart or last saved it as a personal version

• Created/Modified by: History information showing when the chart was created and last changed.