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
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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
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Answers
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Good evening,
A previous answer from @Genevieve P for you: "Free users can create their own personal filters, but they do not have the ability to create or edit shared filters."
Help?
Mark
I'm grateful for your "Vote Up" or "Insightful". Thank you for contributing to the Community.
-
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
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
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