Creating Report without Sharing Sheet - I need help!

CaptainK

I am trying to find a solution...I have tasks related to confidential legal matters that are in a smartsheet. As I am breaking those matters down into tasks within the smartsheet there are some tasks that are not confidential and I need my administrative assistant to complete them without being privy to the broader issue at hand or being able to see tasks that do not pertain to specifically to her on the sheet. How can I keep all tasks related to a matter together but only have my administrative assistant be able to see and address the specific tasks that relate to her?

I created a report that pulls only her tasks out of the smartsheet, however, since I haven't shared the underlying sheet with her the report looks correct on my side but when she logs in it is blank. I know that I can share the whole smartsheet with her and that would make the report work, but I can't because there is other information contained in the sheet that she cannot under any circumstances be able to access.

What am I missing?

Andrée Starå

Hi,

Because of the sensitive data, I would recommend taking a look at the Premium Add-on, Dynamic View.

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

Would that work?

Hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Paul Newcome

If she only needs to VIEW the report, you could pull it, then give her a published version. She would be able to see the data on the report as read only, but would not be able to edit anything.

Andrée Starå

Paul,

No, that won't work because she can export the data and then be able to see everything.