Is there a way to prevent a shared user from seeing the data in the "View Detail" option?

kaizenakira

Is there a way to prevent a shared user from seeing the data in the "View Detail" option?

I'm trying to make sure that when a user is given access to view a report, they can only view the columns present in that report. The view might only show certain columns but the user can then click on the record as shown below and view all column data.

Thank you for any help with this.

LijuGeorge

Hi Kaizenakira,

This is a common question with Smartsheet Reports. At the moment, Reports act as a “window” into the underlying sheet. This means: If a user has access to the source sheet, they’ll be able to click into the View Details panel and see all column data from that sheet (not just the report’s visible columns). If you want them to only see the columns shown in the report, they must not be shared to the underlying sheet.
Remove sheet sharing: Only share the Report with the user, not the source sheet. That way, “View Details” will only show the fields included in the report.
Create a filtered copy of the sheet: If you absolutely need them to see sheet data but not all columns, you can set up a Published Sheet or create a separate sheet with only the allowed columns, and then base the report off that.

I hope this will help!