Share a Report

Auto Insights Reports and Missions are now Alteryx Analytics Cloud (AAC) assets. This change lets you share with AAC Groups and simplifies team-based access.

Important

This new method of sharing applies to newly created Reports and Missions. Reports and Missions created before May 1, 2025 retain the previous sharing options described in Share a Report and Share a Mission section below. Migration of older Missions and Reports to AAC Assets will happen in a future release.

To share a Report...

Go to the Reports page in Auto Insights.
Select the Report you want to share to open the details page.
Select Share from the upper-left corner. The Share window opens.
Select Users or Groups to share with.
Select permission level: Viewer or Editor.
Select Share.
Select Close.

Important

The steps below describe the method to share Reports created before May 1, 2025.

These steps describe how to add viewers or editors to your report. You can also Send a Report and Schedule a Report.

Select Share in the upper left corner of your report.
Enter the names or emails of your collaborators.
From the dropdown, select a permission level:
- Viewer: They can see the report but not make changes.
- Editor: They can make updates, refine insights, and collaborate in real time.
Select Share.
Grant dataset access. If your collaborators require access to underlying datasets, you can request it directly from the Share Report pop-up window. Select Manage > Request.

Schedule a Report

A schedule (also known as a subscription) lets you automate the delivery of a report at a specified frequency. Editors can create, manage, and customize schedules, while viewers can only unsubscribe from schedules they have been added to.

Create a Schedule

Go to the report you want to schedule.
Select Schedule.
Select New Schedule and enter a name.
Set the frequency , time, and Time Zone for when the report should be sent.
Add recipients.
Optionally, customize your message under Email Settings.
Select Schedule to finish.

Edit a Schedule

If you are an editor for the report, you can edit the schedule.

Go to the report you want to schedule.
Select Schedule.
Select the 3-dot menu next to the schedule you want to edit.
Select Edit.
Update the schedule details and select Save.

Delete a Schedule

Editors can delete a schedule:

Select Schedule from the top of the report.
Find the schedule you want to delete.
Select the 3-dot menu > Delete.

Unsubscribe from a Schedule

If you are an editor, you can unsubscribe yourself from any schedule. If you are a viewer, you can only unsubscribe from schedules that you have been added to by an editor. As a viewer, you can't resubscribe yourself.

To unsubscribe:

Select Schedule from the top of the report.
Find the schedule from which you want to unsubscribe.
Select the 3-dot menu > Unsubscribe me.