A report is saved, shared and used by a colleague
Who is involved
| Role | What they do |
|---|---|
| Report owner | Builds and shares the report. |
| Colleague | Opens the shared report and exports it. |
Step by step
- Report owner
Picks a report, sets parameters, names it and chooses team visibility.
What they see:The saved report appears in their list.
- Report owner
Adds a weekly schedule.
What they see:The next run time on the schedule board.
- Colleague
Opens the Saved reports list.
What they see:The shared report, without the owner's private ones.
- Colleague
Runs it and exports Excel.
What they see:Results limited to their own permissions.
Who is told what
None are sent when a report is shared; the colleague finds it in the Saved reports list. When the schedule runs, the owner and anyone subscribed are told in the app, and by e-mail if they chose it, with a link to the result.