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Sharing guide

How to share Power BI reports with the right people

Knowing how to share Power BI reports starts with one choice: a link, an app or a workspace role. Each method gives people a different level of access, and each suits a different audience. So the right answer depends on who needs the report and what they should be able to do. The steps and cautions below follow Microsoft's documentation on sharing.

  • Links, apps and roles
  • Least access that works
  • Review who has access

Last updated

Which sharing method fits which audience?

There are three main routes. Direct sharing sends a link to one report. An app bundles several reports for a wide audience. Workspace roles bring colleagues in as co-authors or viewers of everything in the workspace.

For a few people and a single report, a link is quick. However, an app is cleaner for a department, because readers get a tidy menu and you control updates. For the team that builds the content, workspace roles are the natural fit.

A simple rule helps. Give the least access that lets the person do their job. Therefore most readers should not become workspace members, since those roles can change content.

Hand launching a paper airplane into the sky, illustrating how to share Power BI reports

Sharing options and what each one grants

This table sums up the routes that the service offers.

MethodWhat the person getsBest for
Share linkAccess to one reportA few named colleagues
Power BI appA packaged set of reportsA department or wide audience
Viewer roleRead access to the whole workspaceReaders of all its content
Contributor or Member roleRights to create and edit contentThe people who build reports
Teams or embedThe report inside another toolReaders who live in that tool
Publish to webA public page with no sign-inPublic data only, never internal

How to share Power BI reports with a link

The Share button sits at the top of a report in the service, and the dialog has a few choices that matter.

  1. Open the Share dialog

    First, open the report and select Share. The dialog shows who the link will work for.

  2. Pick the link type

    Then choose people in your organization, specific people or people with existing access. Specific people is the tightest choice.

  3. Set the permissions

    After that, decide whether recipients may reshare and whether they may build their own content on the data. Turn off what they do not need.

  4. Send and record

    Finally, send the link or copy it. Later, the Manage permissions pane shows every link and person, so you can remove access.

What do recipients need to open a shared report?

Licensing is the usual surprise. In general terms, the person who shares needs a paid license. Recipients also need one, unless the content sits in a capacity that allows free users to read. Because these terms change, check Microsoft's licensing pages before a rollout.

Access to data comes next. Microsoft notes that sharing a report also gives access to its semantic model. So if people should see only their own rows, define row-level security. Hiding a page or a column is not security.

Finally, the recipient needs to find the report again. Shared items appear in their Shared with me list. However, an app gives a better home for anything people use every week.

How to share Power BI reports outside your organization

External sharing works through guest accounts in Microsoft Entra ID. You choose specific people in the Share dialog and enter the guest's email address. The guest then signs in and opens the report in your tenant.

Two conditions apply. First, an admin must allow external sharing in the tenant settings. Second, the guest needs a suitable license or the content must sit in a capacity that covers them. So involve your admin before you promise a client access.

Avoid Publish to web for anything private. That option creates a public address that anyone can open without signing in. While it suits public data, it is the wrong tool for customer or internal figures.

How to share Power BI reports: common questions

Can I share a Power BI report with someone who has no license?

Sometimes. When content sits in a Premium capacity or a large enough Fabric capacity, people with a free license can read it. Otherwise each reader needs a paid license. The exact thresholds have changed before, so confirm them on Microsoft Learn. We do not resell licenses, which keeps our advice on this neutral.

Does sharing a report also share the data behind it?

Yes, in a sense. Microsoft states that people you share with get access to the underlying semantic model. They see whatever the model lets them see. Therefore use row-level security when readers should get only part of the data. Also think about the Build permission, because it lets people create new reports from the model.

How do I stop sharing a Power BI report?

Open the report's Manage permissions pane in the service. It lists the links that exist and the people with direct access. You can delete a link or remove a person there. Afterwards, check the app and the workspace roles too, since someone may still have access through another route.

Is an app better than sharing single reports?

For a wide audience, usually yes. An app presents chosen reports with clear navigation, and you publish updates when they are ready. Readers cannot change the content. Direct links are fine for a handful of people. However, dozens of separate links become hard to track, so move to an app as the audience grows.

Can you review who has access to our reports?

Yes. Power BI Agency reviews sharing links, workspace roles and app audiences, then proposes a simpler setup. We are a division of Sataware Technologies and independent of Microsoft. The review runs online inside your own tenant. It starts with a free 30-minute assessment, and we reply within 2 hours.

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