Access to Reports

jtomeaCH

Hello! I know that in order for someone to see the data in a report, they need access to the source sheet. I have been tasked to make reports for management off our team data - but with only certain columns viewable to them. If I give them access to the source sheet, then I am not really making columns not viewable and my report is not useful. Is there a workaround to this?

JamesB

If your resources do not need to update the data in the report, then place the report in a dashboard and share the dashboard. This will negate the need for sheet access to view the report.

jtomeaCH

I did try that, but the view causes you to need to slide back and forth in the data and they are unable to download an excel copy. I am thinking my only option may be to use a dashboard and have the data emailed to them weekly.

Andrée Starå

Hi @jtomeaCH

I hope you're well and safe!

To add to James's excellent advice/answer.

You can publish the report.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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jtomeaCH

Thank you. That works perfectly. Appreciate both of your assistance!

Andrée Starå

@jtomeaCH

Excellent!

Happy to help!

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