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Share Insights

Share Custom Reports and Preset Reports

Auto Insights Custom Reports and Preset Reports are now Alteryx One Platform assets. This change lets you share with Alteryx One Groups and simplifies team-based access.

Important

All of the Custom Reports and Preset Reports are now Alteryx One assets and available on Library page, except for the Broadcasted Missions which will require a manual migration.

To share a Custom Report or Preset Report...

  1. Go to the Auto Insights Home page.

  2. Select the 3-dot icon next to the Custom Report or Preset Report you want to share and then select Share. The Share dialog opens.

  3. Select Users or Groups to share with.

  4. Select permission level: Viewer or Editor.

  5. If the report contains depednecny, select Manage to manage dependency sharing.

    • There are 2 tabs: Alteryx One data and Auto Insights data . The number of dependencies is in parentheses.

    • The banner is red if the dependency will not be shared. Request access to share.

    • The banner is blue if the dependency will be shared. Clear the checkbox Share All Cloud Dependencies to stop sharing.

  6. Select Back.

  7. Select Share.

  8. Select Close.

Frequently Ask Questions

1.

What does it mean that Custom Reports and Preset Reports are now assets?

In Auto Insights, all Custom Reports and Preset Reports are assets, and you can access and manage them in the Alteryx One Library. This change provides centralized access, improved visibility, and a consistent way to share content with user groups.

2.

How does this change benefit me?

By treating Custom Reports and Preset Reports as assets:

  • You can find them in one central location (Library).

  • You can share them using workspace-level user groups.

  • You align with the standard governance model in Alteryx One.

3.

Are all existing Custom Reports and Preset Reports now assets?

Yes. All existing Custom Reports and non-broadcast Preset Reports are assets and appear in the Library. Broadcasted Preset Reports require manual migration before they become assets.

4.

Can I still broadcast Preset Reports?

No. The broadcasting feature is retired. Broadcasting is no longer available after you migrate a broadcasted Preset Reports to an asset.

5.

Where can I manage or share these assets?

You can manage and share assets from:

  • The Auto Insights Home page.

  • The Library page in Alteryx One (for discovery and sharing).

  • Workspace Settings (to create and manage user groups).

Share a Preset Report

Important

Follow these methods if you share a Preset Report in Alteryx One created before May 1, 2025.

There are multiple ways you can share a Preset Report...

  • Use 1 of the Share buttons.

  • Create a subscription (schedule). Go to the Schedule Preset Reports page to learn about this method.

  • Send via email.

Share Buttons

  1. From the Auto Insights Home page, select Share from the 3-dot menu next to the Preset Report you want to share

    share-missions.png

    Or, within a Preset Report, select Share at the top right-hand corner of the screen.

    Screenshot_2025-08-13_at_15_01_27.png

  2. The Share Preset Report window displays.

Note

The Broadcast functionality is no longer supported in Auto Insights for any new or existing Preset Report.

Existing Broadcast Preset Report must be manually migrated to become fully supported assets in the Library. For more information, go to Broadcasted Mission FAQ.Broadcasted Mission FAQ

Once you share a Preset Report with a group of people, they receive a summary email. This introduces them to the Preset Report that you’ve shared.

Broadcast Preset Report Frequently Asked Questions

What happens if I don't manually migrate a broadcast Preset Report:

  1. Will the broadcast Preset Report be deleted?

    No. The broadcast Preset Report will not be deleted.

  2. Will the Broadcast Preset Report be migrated automatically?

    Yes. If not migrated manually, it's converted to a private Preset Report.

  3. Can I still share it later?

    Yes. You can share the Preset Report with a group at any time after migration.

  4. What if I haven't created any groups in Alteryx One yet?

    That's okay. You can create groups later and share the Preset Report once they're available.

Permissions

As the owner of the Preset Report, you can handle the permission rights at a user level. This means certain people can have edit permissions, while others have read-only (Can View) permissions.

Screenshot_2025-08-13_at_15_02_03.png

Users who don’t have access to the underlying dataset of a page aren’t able to see any content on that page. You’ll see a notification that Dataset access is required. Select Request to send a request for access to the dataset admin. Auto Insights sends an email to each admin of that dataset.

dependency.png
Default Access Setting

When you create a new Preset Report, the default access setting is private. Until you decide to share your Preset Report, it’s only available to you (the creator).

Request Access

If you encounter any pages within a Preset Report that say, “You do not have access to the underlying dataset for this page,” you can request access. Select Request access to send an email requesting access to the dataset owner.

Creators, Editors, and Viewers of a Preset Report can also request access on behalf of users when they share a Preset Report. This request triggers an email to the dataset owner requesting access for the specified users.

Frequently Asked Questions

What can I do if my teammate can’t access the dataset?

As part of the invitation process, you can request dataset access to specific datasets on behalf of the people you invite. These requests go out to the dataset owners, and it is up to them to approve or deny the new users’ access.

What level of Preset Report permission can I give a user?

  • Editors or Owners of a Preset Reports can invite new users and give them view or edit access to a Mission.

  • Viewers of a Preset Report can invite new users and only give them view access.

Who can delete a new user?

  • Editors and Owners can remove a pending new user from the Preset Report while viewers can’t. This does not remove the user from Auto Insights, but only from that Preset Report.

  • Workspace Admins can remove users from Auto Insights in the Admin Console.

To which datasets do new users have access?

Users invited to your organization automatically have access to all Sample and Public datasets. You can also request access to specific datasets during the invitation process, and dataset owners approve or deny those requests.

If users don’t have access to any dataset, eligible users (Full users and Trial users) can create sample datasets to get started in Auto Insights. Users without creation privileges must request access to a dataset from its owner.

What if I accidentally invited the wrong person?

You can contact your Workspace Admin, who can remove the user from Auto Insights in the Admin Console.

Send Email

To share a Preset Report via email...

  1. From a Preset Report Summary page, select Send via Email. The Send Insight email window opens.

    send-via-email.png

  2. Search for the name or email of the user to email, then select Add user.

  3. Select Send Now. Auto Insights sends an email immediately.

  4. (Optional) If you’d like to send the email on a scheduled basis, select Create subscription.

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