Sharing Reports

JeffO · 05/14/19

Is there any way to share information on a report without giving employees access to the sheet it's connected to. This main sheet uses forms and may carry confidential information and I don't want them to view the full details of the sheet, just a few important key items on a report.

Is this possible?

This is in regards to a PTO calendar and requests sheet that it's attached to.

I want the employees to view the approved request on a calendar in the reports, I don't want them to even have access to view the PTO requests sheet it is attached to.

Thank you for your suggestions in advance!

Andrée Starå · 05/14/19

Hi Jeff,

You'd have to publish the report because then they won't need access to the sheet to see it.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

JeffO · 05/14/19

Would they be able to edit certain columns on the if given the correct share permissions? Or does this make it Read Only?

Andrée Starå · 05/14/19

It would be read-only, so it can't be edited.

Another option could be one of the premium add-ons, Calendar or Dynamic View.

Would that be an option?

Best,

Andrée

JeffO · 05/14/19

Those links will work thanks. Do you know if there is a way to allow them to view these and still receive alerts without being shared to the main sheet?

Andrée Starå · 05/14/19

Happy to help!

Yes, as long as the permissions for the Automation (Alerts) are set to allow it, then it will work.

Best,

Andrée

JeffO · 05/15/19

EDIT:

Never mind found what I was looking for

https://help.smartsheet.com/articles/2476586-control-who-is-notified-about-alerts-and-requests#troubleshoot

Thanks for your help again!

Andrée Starå · 05/15/19

Excellent!

Happy to help!

Best,

Andrée

Sharing Reports

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