Share a report with a collaborator that is not shared with the underlying sheet

Hello,

I am in need of sharing a report from an underlying sheet, however the user I would like to share it with is not shared to the sheet. Besides sharing the sheet or creating a new sheet, how I can share the report?


Thanks,

Lara Lehnerz

Best Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭
    Answer ✓

    From inside the report, click on the "Publish icon on the right side panel:

    Turn on the Read Only - Full version of the report:

    Set the Access Control and copy the Publish Link to send it to your collaborators.


    Regards,

    Jeff Reisman, IT Business Analyst & Project Coordinator, Mitsubishi Electric Trane US

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Lara Lehnerz

    I hope you're well and safe!

    To add to Jeff's excellent advice/answer.

    • Another option if you both have Enterprise licenses would be the Premium App, WorkApps, which can be used to share an editable Report without them being shared to the sheet(s).

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭
    Answer ✓

    From inside the report, click on the "Publish icon on the right side panel:

    Turn on the Read Only - Full version of the report:

    Set the Access Control and copy the Publish Link to send it to your collaborators.


    Regards,

    Jeff Reisman, IT Business Analyst & Project Coordinator, Mitsubishi Electric Trane US

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Lara Lehnerz

    I hope you're well and safe!

    To add to Jeff's excellent advice/answer.

    • Another option if you both have Enterprise licenses would be the Premium App, WorkApps, which can be used to share an editable Report without them being shared to the sheet(s).

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thank you both, Jeff and Andree! I really appreciate the community and the speedy and so helpful responses I receive. You all are appreciated!