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Sharing Reports without sharing sheets

les.price
les.price ✭✭✭✭✭✭
edited 12/09/19 in Archived 2017 Posts

We want to share reports with customers so they can see schedules but do not want customers to be able to view other customers schedules on the primary sheet.  In order to share a report we must also share the primary sheet.  Is there a work around for this?

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Comments

  • Create a report specifically for the customer but instead of sharing it, publish it to them

  • Hello, 

    You can certainly publish it : https://help.smartsheet.com/articles/522078-publishing-smartsheet-items#publishreports

    Or send it to them as an attachment via email: https://help.smartsheet.com/articles/516096-sharing-sending-reports#reportattachment

     

    Kind Regards, 

    Pam

    Smartsheet Support 

  • les.price
    les.price ✭✭✭✭✭✭

    We would also like for them to be able to add attachments and comments to the sheet through the report.

  • This would be a great feature!

     

    If you publish a report, is it viewable by anyone? or do you have to log in to view?

  • Pam Alakai
    edited 11/20/17

    Agreed!

    When you click on On in the publish tab to publish the report, you will be given an option to select the access level to the published report. You can choose to have anyone with the link access the report or to only have users in your account access it. 

    Best,

    Pam 

     

  • This is exactly what i have been asking for and looking for. 

    Is a real issue for us not being able to share the report without sharing the sheet. 

    As you say there is sensitive customer (in our case factory) information that we dont want the others from seeing. But we want them to be able to add information to the sheet.

  • Following. As of now, I cannot find a way to share an editable report without sharing the main sheet. 

  • Is there still no solution for this?

  • This functionally would be great to have guys. Is it doable?

  • +1

    I fully agree. If this functionally was not provided, we would not be able to create modern ticket system for customer. If implemented this, but the scenes where SmartSheet can be utilized are greatly expanded (for me at least).

  • If  I could specify users who can view published report, that may also (very) helpful in some cases.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi everyone,

    Smartsheet recently released a new premium add-on called Dynamic View that could be an option.

    Please see the attached link/screenshot for more information.

    https://www.smartsheet.com/product/dynamic-view

    I hope this helps you!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • RNelson
    RNelson ✭✭✭✭✭✭

    We need this feature as well. Could you add new share option like "No Visibility"...so they have access to the sheet, but cannot view anything. Then they could view the information on the reports? 

  • Is this an add on of sorts or as admin in an enterprise account I can already use the dynamic view.

    Specifically, share a report and give access to only certain columns in supporting sheets (versus the whole sheet).

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    I don't know why I didn't think of Dynamic View. It would work perfectly for your process.

    It's a premium add-on, but it's included if you have the Premier plan.

    Premier

    Includes all features of our Enterprise Plan and additional premium options.

    Enterprise Plan Features PLUS:

    • Premium support
    • Premium apps (Calendar, DataMesh, Pivot, Dynamic View)
    • Premium application connectors (Jira, Salesforce, Dynamics)

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

This discussion has been closed.