Sharing Reports

JeffO

Is there any way to share information on a report without giving employees access to the sheet it's connected to. This main sheet uses forms and may carry confidential information and I don't want them to view the full details of the sheet, just a few important key items on a report. 

Is this possible?

This is in regards to a PTO calendar and requests sheet that it's attached to.

I want the employees to view the approved request on a calendar in the reports, I don't want them to even have access to view the PTO requests sheet it is attached to.

Thank you for your suggestions in advance!

Andrée Starå

Hi Jeff,

You'd have to publish the report because then they won't need access to the sheet to see it.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

JeffO

Would they be able to edit certain columns on the if given the correct share permissions? Or does this make it Read Only?

Andrée Starå

It would be read-only, so it can't be edited.

Another option could be one of the premium add-ons, Calendar or Dynamic View.

Would that be an option?

Best,

Andrée



 

JeffO

Those links will work thanks. Do you know if there is a way to allow them to view these and still receive alerts without being shared to the main sheet?

Andrée Starå

Happy to help!

Yes, as long as the permissions for the Automation (Alerts) are set to allow it, then it will work.

Best,

Andrée

JeffO

EDIT:

Never mind found what I was looking for

https://help.smartsheet.com/articles/2476586-control-who-is-notified-about-alerts-and-requests#troubleshoot

 

Thanks for your help again!

Andrée Starå

Excellent!

Happy to help!

Best,

Andrée