Sharing Reports

Lindag

I support a team of graphic designers and I created a report showing them all their projects and tasks.

I thought the designers would be able to sort the reports by date, sheet name, % complete, etc, as they need to to organize their workload. But I'm finding out that they are not able to do this even though they have "Editor- Can Share" status. Why is this happening and how can I make it so they can organize their reports? Thanks. 

Andrée Starå

Hi Linda,

They must be shared as Admin or be the Owner of the report. How many designers do you support? You maybe could create a report for each designer and change to Admin access.

Would that work?

Please see the attached link/screenshot for more information.

https://help.smartsheet.com/articles/1155182-sharing-permission-levels#report

Admin

All functions available to Editors, and the following:

• Change the sharing permissions of other collaborators (for example, from Editor to Admin)
• Edit unlocked rows and columns
• Modify the Report Builder criteria
• Sort the report
• Add, re-arrange, and remove columns from the report

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Lindag

Hi,

Yes this helps me! Thanks.

Andrée Starå

Happy to help!