Reports user-friendliness
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
Best Answer
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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
Answers
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Have you looked into Dynamic View?
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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
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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thanks Paul. Currently my Enterprise plan doesn't include Dynamic View. But I'll stay tuned!
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Thanks Andrée. I'll look into this option.
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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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@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.
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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?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
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
