When saving the report, query, mail, import, or export parameters, mark the appropriate checkboxes:

  • Other users may run this report (query, mail, import, or export)
  • Other users may modify this report (query, mail, import, or export)

For existing report, query, mail, import, or export parameters:

  1. Log into the software as the user who created the query, mailing, or report parameters.
  2. Open the parameters and select File, Save as from the menu bar. For queries and exports, you can also select Tools, Query/Export Options instead of File, Save as.
  3. Mark the following checkboxes:
    • Other users may run this report (query, mail, import, or export)
    • Other users may modify this report (query, mail, import, or export)
    Note: After marking the checkboxes, you will be required to save the report (query, mail, import, or export) with a new name.  This can be avoided for Query and Export by going to Tools, Query/Export options.
  4. Click Save.

Note: Users with Supervisor rights are able to see and modify report parameters, queries, mailing, imports, or exports even if the Others can modify this... checkbox is unmarked.