Share reports without sharing entire underlying sheet

Scott Felten

Hello, 

 

I would like to understand the best process to, once a month, update a sheet with data from 2 partners.  then I would like to share just that partners data with them for viewing and possilby updating.  

 

is the best way a report on top of the sheet with a fitler?  i tired this and it seemed that they could click through the the underlying sheet with access to all 20 partners data.  

 

just learning .. thanks for the help. 

 

-Scott 

 

Richard Rymill SBP

Hi Scott, what you seek is a very popular requirement and you are right that if you need to give your partner editing rights to the Report, you are also are giving them access to edit, the whole source sheet with confidential info contained.

Your choices are these....

Create reports that are View only which they can see in Real time if you publish them which avoids your partner logging in, they just have a link which can include Gantt if relevant. You also need to provide some means of them giving you feedback to "request and edit" from your team. A simple email, fill out a form?

You can automate the sending of a Report by PDF or Excel on a chosen day monthly (view only again).

OR...

by using Appsheet.com with Smartsheet you can privide your partners with a really rich interface UI on any device or platform, slice and Dice the data any way you wish and crucally for you, your partners will only see and edit what you wish them to.

We are helping lots of companies to implement this solution with variations and all the data is still kept in Smartsheet, google sheet, or Excel as Appsheet is just the "conditional logic engine" and the good news it is not expensive, but there is a cost.

Hope that helps?

RichardR