Sharing Reports
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.
Comments
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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
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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Hi,
Yes this helps me! Thanks.
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Happy to help!
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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