Reports with Viewers

Lori Leighton · 03/13/19

I would like to know if there is a way that viewers of the main sheet are able to work with the Reports. I know I can share the report but it seems they are not able to change the "What" choices.

If this is not an option, would it work if I lock the columns and share the worksheet? Then would a collaborator be able to run different options of the report?

Andrée Starå · 03/14/19

Hi Lori,

The collaborator has to be an Admin or Owner of the report to modify the report builder criteria.

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Lori Leighton · 03/14/19

It's not the answer I looking for but it does help me. Thank you!

Andrée Starå · 03/14/19

Great!

Happy to help!

What was the answer you were looking for?

Best,

Andrée

Shaine Greenwood · 03/14/19

Hi Lori—

If you're only working off of one sheet, you might consider having your viewers create their own "unnamed" filters: https://help.smartsheet.com/articles/504659-using-filters-to-show-or-hide-sheet-data

(You can also create a few shared filters for common criteria.)

Otherwise, you'll need to give them Admin access to the report. If you need them to be able to edit sheet data from the report, you'll need to give them Editor access to the source sheets.

Your instinct is right on locking columns or rows, as Editors can't make changes to locked cells. You can lock columns and rows manually: https://help.smartsheet.com/articles/522077-locking-unlocking-columns-and-rows

If you're just wanting to lock rows, you can automate this based on certain conditions met: https://help.smartsheet.com/articles/2476191-automate-your-work-alerts-actions

Reports with Viewers

Comments

Categories