What should be considered before sharing a report with users?

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When sharing a report with users in NetSuite, the consideration of user roles and permissions is critical. Each user or group of users has specific roles that determine what data they can access and what actions they can perform within the system. By ensuring that the report is shared in accordance with users' roles and permissions, you maintain data security and compliance while also providing relevant insights tailored to each user's needs.

For instance, if certain sensitive financial data is included in the report, it should only be shared with users who have been assigned roles that grant them access to that information. This practice helps in preventing unauthorized access to sensitive data and ensures that the users receive information that is pertinent to their responsibilities.

Considering elements like the number of users, the visual appeal of the report, and the frequency of report updates can contribute to the overall effectiveness of report sharing but do not address the foundational aspect of data security and user access levels that is crucial in any reporting environment.

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