Sharing a report without Sharing the Source Sheet

I saw this question has been answered several times but I am hoping that Smartsheet has introduced an enhancement. Is there a way to share a report without sharing the Source Sheet. I need the user to be able to edit/ update the report however there is sensitive information on the source sheet that will be filtered on the report.

Also, I am aware of Dynamic View. Will that work on this? How does Dynamic view work?

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Travis Avery

    I hope you're well and safe!

    Here's a possible workaround or workarounds

    • Dynamic View
    • WorkApps

    Which Smartsheet plan do you have? (WorkApps is available If you have Enterprise or higher)

    Would any of those options work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Thanks Andree,

    I was able to view Dynamic view. I think it is a good option but not sure on the additional cost. I will look at WorkApps next.