Can unlicensed users edit filters on their report?

Hello,

I have an unlicensed user whos is unable to edit the filters on a report that has been shared with her. The filter selections are all greyed out for her. Any insights?


Thank you,

Neha Kaushal

Best Answer

  • Genevieve P.
    Genevieve P. Employee
    Answer ✓

    Thanks for the tag, @Mark Cronk!

    @Neha Kaushal the behaviour Mark mentions above is specific to creating filters on a Sheet.

    The Filter option in a Report is actually a part of how the Report is built, or the "Report Builder Criteria". This means that the option to Filter is not available for users without a license, and users who do have a license need to at least be shared with Admin permissions in order to use the Filter.

    See the bottom of the Report sharing permissions chart here: Sharing Permission Levels. Note that in this chart, the * symbol indicates if a license is required.

    Cheers!

    Genevieve

    Need more help? 👀 | Help and Learning Center

    こんにちは (Konnichiwa), Hallo, Hola, Bonjour, Olá, Ciao! 👋 | Global Discussions

Answers

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!