Report Viewability

edited 12/09/19 in Formulas and Functions
06/12/19 Edited 12/09/19

So I have created several Reports and have noticed that when you add them to a Dashboard, anyone with Dashboard Access can view them as a Widget; however, When made a viewer on the Report itself, all the people see is a blank page.  Do the Viewers also need access to the sheet the report is pulled from?  If so then reports are basically useless to me as I am using the Report to Filter Information.  IE Letting the Report only show a certain Supplier info so that that Supplier cannot see info from another Supplier.  The main sheet has all of their information so allowing access to that is counterproductive. 

Am I missing some sort of Permission somewhere, or am I just going to have to make a Dashboard to display the widget to have any sort of View-ability?

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 06/13/19

    Hi Mike,

    Am I understanding you correctly in that when you add the users as viewers of the report it's empty in the dashboard?

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • No,

    The Dashboard Widget is always Viewable; however the Report Sheet itself Is not.

    Mike

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Ok,

    That's the way it works! If the users should be able to see anything in the actual report, they have to be shared with the underlining sheets. 

    A possible workaround could be to publish the report if you want them to be able to open it up.

    Would that work?

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • What do you mean by publish the report?

    <mini rant>

    Also what is the point of a report that people can't access!?  You can't draw on the report for formulas, people can't view it, you can't reference it for anything......  it seems like a feature with loads of potential and absolutely none of it used.  I mean a report is built to use and share, this is more like a quick reference than an actual report if that's the case.

    </mini rant>

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Here's more info about publishing reports: https://help.smartsheet.com/articles/522078-publishing-smartsheet-items#publishreports

    Reports are powerful, but it can be tricky how to structure it depending on who should be able to access and what they should be able to access in general in the account.

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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