Sign in to join the conversation:
Allow report to lock filters but still enable editing for those it is shared with
Hi @c_giroux
This is already possible! If you share the source sheet and the Report to your collaborators with only Edit permission, then they will not be able to change the Filter in the Report but they'll still be able to add data into the cells of the Report.
Is that what you were looking to do?
Cheers,
Genevieve
Yes! Thank you! The unfiltered data is sensitive so I wanted to make sure they are unable to alter the filter.
In order to see data in a Report, the underlying sheet will also need to be shared. This means they could access the Sheet to see the data that's being filtered out of the Report.
You could add the Report to a Dashboard and share the information that way, but it will be View-Only. The other alternatives are to use the Premium application Data Shuttle to surface rows without sharing the underlying sheet, or house the Report in a Workapp.
Here's a related Product Idea that may be closer to what you're looking for:
Has anyone found a workaround for sharing Smartsheet reports externally without giving access to internal data? I currently have to download the data and transfer it onto excel to create a pivot table for our client and I want to find an easier way to do so. I also already create a dashboard for our client, but I wanted…
Hello team! Hope you all are having a wonderful holiday season. I am trying to set up an automation that will send an email reminder one time when Next Update Date = 60 days, then another automation at 30d, etc. The key is I only want it to send the reminder one time when Next Update threshold is reached. Is this possible?…
I have an automation setup to escalate to managers when a step goes beyond 2 days. I have that titled as Escalation for Purchasing, Escalation for Planning, etc. In my trial run, 3 out of 6 showed up as Reminder: New part number request log ( this is the name of the sheet) The only thing we could see was that the ones that…
