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Sharing Report but Not the Source Sheet

Jade Boring

Jade Boring ✭✭✭✭

01/21/25 in Smartsheet Basics

I would like to share a report, but not the source sheet. The source sheet has personnel information that I do not want to share with our customer, but I made a report with the information I am comfortable with sharing. However, when I share the report, it is blank because the customer doesn't have access to the source sheet. Is there a work around?

This is a gantt chart and the exports are very small due to the amount of information in them. Thought it would be easier for them to view in the actual tool itself, but I might be wrong.

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Best Answer

Ray Lindstrom ✭✭✭✭✭✭

01/21/25 Answer ✓

Hello @Jade Boring
The functionality for sharing a report without sharing the underlying source sheet is said to be coming soon.
Meanwhile your question has been answered several times already. Here is a link to one instance.
https://community.smartsheet.com/discussion/101604/sharing-a-report-without-accessing-to-the-sheet
All the best,
-Ray

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Answers

Ray Lindstrom ✭✭✭✭✭✭

01/21/25 Answer ✓

Hello @Jade Boring
The functionality for sharing a report without sharing the underlying source sheet is said to be coming soon.
Meanwhile your question has been answered several times already. Here is a link to one instance.
https://community.smartsheet.com/discussion/101604/sharing-a-report-without-accessing-to-the-sheet
All the best,
-Ray

1 · Share on Facebook Share on Twitter

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