3.3.4 Share report

Owned by huwenhua
Last updated: Feb 28, 2023
2 min read

1.  Introduction

Users can share the reports created by themselves and define the view and edit permissions of the shared.

  • Work report and Team report can be shared with any user;

  • Rate and saturation report, Working hours check report and Estimated time report can only be shared with users with corresponding report permissions;

2. Application

2.1 Share report

Click "Share" in the "My Reports" list:

You can also click "Share" in the upper right corner of the report details:

After clicking Share, the following pop-up window will appear:

Select the user to share and the permissions (view and edit) that the user has. If the user exists in the selected list, the user will not appear in the selection drop-down list.

Note: Special reports can only be shared with users with corresponding report permissions, including Rate and saturation report, Working hours check report, and Estimated time reports.

  • View report: selected by default, which means that only data can be viewed and cannot be modified;

  • Edit report: you can view data and modify report data with the permission of the sharer;

After sharing, the shared users will be displayed in the "Share" column.

2.2 View shared reports

In my report, you can select "Shared with me" to view the report shared by others:

  • The shared person has editing permission, and can view and edit data with the permission of the shared person.

  • The shared person has only view permission, and cannot modify the data.

Note: The shared report cannot be deleted by the shared person. Only the report creator can delete his own report.