Overview
Report Categories to Share

- Share a Report
- Save Report as a Personal Report

Overview

If entitled, share a report with another report user within your firm. There is no need to recreate the report or wait for Fidelity to share the report.

Once shared, the report displays on the recipient's All Reports tab and is designated in the Type column as User Shared. Both Personal and User Shared reports can also be found using Platform Search.

User Shared reports enable access to the report's layout (columns and filters). The data associated with the report, however, is not shared. For example, the user sharing the report and the recipient of the report may not be authorized to the same account information. Data in the shared report is based on user entitlements. Report features such as alerts and schedules are also not shared.

Although you can share the same report with multiple recipients, you may only share one report with one recipient at a time. If the same report is shared more than once with the same person, the most recent report will overwrite any prior version. Additionally, if the recipient already has a report of the same name, the report user will need to change the report name prior to sharing.

• You cannot share fixed formatted or linked reports.
• Alerts do not inform the recipient that a report has been shared.
• The recipient can delete the report at any time. This will not remove the report from the initial user or any other recipients of the shared report.
• Users with view-only access may only receive shared reports.

Report Categories to Share

The ability to share reports is available in the following report categories, where entitled:

- Activity
- Balances
- Client and Account Information
- Cost Basis
- DBS
- Operations
- Positions
- Security Details

Share a Report

1. Select Menu > Reports & Alerts > Reports.
2. Select the arrow next to a report to display a menu.
3. Choose Share Report.

4. In the First Name and Last Name fields, enter the name associated with your recipient's Wealthscape ID.

   Partial entries are allowed. For example, only the first name or only the last name, or only a portion of one of the names.

5. Select Go.

6. From the search results, select the name.

   If multiple results display, choose the name that matches based on the last four digits of the Wealthscape ID.

7. Select Share.

Save Report as a Personal Report

If entitled, to save edits to the report, add alerts, or change the report output from Online, the recipient must save the report as a Personal report. Note that users with view-only access may only receive shared reports; they cannot edit or share reports. (Save a Personal Copy of a Report)

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