Access to Reports
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?
Answers
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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.
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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.
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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
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Thank you. That works perfectly. Appreciate both of your assistance!
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Excellent!
Happy to help!
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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