Permissions via reporting

Forum|Forum|8 months ago
May 28, 2025
2 replies
397 views

I wanted to check the permissions of all my portfolios but there is no native field for such column. The one field which is giving me some data is - "Category - shared with".

Is there anyone who has created such a report where one can see Portfolio name, Portfolio Manager, Group name and who all have access to the Portfolio (View/Manage)?

Best answer by Srinija_N

You should be able to see Portfolio:Shared with by using the search keyword "shared" as below.

Hope this is what you are trying to achieve, if not please clarify and provide more details on the need.

Please mark my response as "Correct reply" if this helped you and to help others.

Thanks in advance!

skyehansen

When I pull up a portfolio report I'm seeing the option for a column for "Portfolio | Sharing" -- can you clarify what more you would need other than this?