Reports user-friendliness

Pierre-Eric Collette

Hello,

A little bit of context:

I have a central Sheet displaying data and gathering inputs to & from multiple stakeholders via individual reports.

This sheet holds a number of workflows, is fed by several datameshes, etc.

In theory I don't want users to be able to see data from other users.

To do this here is the option I found:

1- Share the overall sheet without notifying them (hoping they don't find out the link & don't go mess up the sheet.. but this is a bit naive)

2- Share a report based on this sheet but filtered on their scope & send them the link to their report. I hope they only use this report to update their records

Problem is: users complain that report isn't user-friendly because they cannot filter

Would you have any recommendation to improve users' experience ?

Maybe you think of a better setup for this project ?

Thanks

Pierre-Eric

Pierre-Eric Collette

I see what you mean. WorkApps has a dedicated sharing module with groups etc.

However I couldn't find what i'm looking for: offer filtering capability to the reports I ask my users to use.

I thought for a moment maybe the WorkApps sharing capability could associate different user rights depending on filters we put to a sheet but I haven't found this capability

Paul Newcome

Have you looked into Dynamic View?

Andrée Starå

Hi @Pierre-Eric Collette

I hope you're well and safe!

To add to Paul's excellent advice/answer.

If you have the Enterprise (or higher) plan, another option could be the premium app, WorkApps.

Is that an option?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Pierre-Eric Collette

https://community.smartsheet.com/discussion/comment/308697#Comment_308697

thanks Paul. Currently my Enterprise plan doesn't include Dynamic View. But I'll stay tuned!

Pierre-Eric Collette

https://community.smartsheet.com/discussion/comment/308730#Comment_308730

Thanks Andrée. I'll look into this option.

Andrée Starå

@Pierre-Eric Collette

Excellent!

You're more than welcome!

✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Pierre-Eric Collette

@Andrée Starå I've just looked at WorkApps but it seems more an integration plateform of sheets, reports & dashboards.

Maybe I don't know additional capabilities it has where I could have users to filter & sort reports. So far I haven't found.

Andrée Starå

@Pierre-Eric Collette

In WorkApps, you can configure roles and use the current user feature so the viewer can see only their data or what you decide they should see, and they don't need to be shared with the Smartsheet Items.

Make sense?

Pierre-Eric Collette

I see what you mean. WorkApps has a dedicated sharing module with groups etc.

However I couldn't find what i'm looking for: offer filtering capability to the reports I ask my users to use.

I thought for a moment maybe the WorkApps sharing capability could associate different user rights depending on filters we put to a sheet but I haven't found this capability