Reports and Permissions

Reports in Robin AI can be either public or private, which determines who can view and access them within your organisation.

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Public vs Private Reports

Public Reports: Visible to everyone in your organisation

Private Reports: Only visible to specific users who have been granted access

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Default Access Settings

• When a report is first created, it is set to "private" by default
• Only the creator of the report can initially view it
• The creator has "Owner" status and full permissions

Why You Might Not See a Report

• The report is set to private and you haven't been given access
• You need specific permissions to be added by the report owner
• Your account may not have Reports functionality enabled

How to Gain Access to Reports

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If You Need Access to a Specific Report:

1. Contact the report owner or creator
2. Ask them to share access through the sharing settings

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If You Can't Access Reports at All:

1. Check with your administrator to ensure Reports is enabled for your account
2. Verify you're logged into the correct workspace

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Sharing Reports with Colleagues

If you're a report owner, here's how to share your report:

1. Click the three vertical dots to the right of the reports title of your report
2. Select "Share"
3. Use the search function to find colleagues
4. Select their names to add them
5. Click "Update and share" to grant access

Important Notes:

• Users with access to a report can see all contracts within that report
• The report owner cannot be removed from the access list
• When you share a report, users will receive an email notification

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Best Practice

• Only share reports with colleagues who need access
• Regularly review and update sharing permissions
• Consider using public reports for team-wide analyses
• Document the purpose and scope of shared reports

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