Reports created by owner with "Visibility" option
Hello,
I would like to verify if I am the report owner and share a report with a specified person with option choice of this the screenshot:
Will the person be able to "edit" this report, or just "view" it? I am fairly certain the person will only be able to "see" the report, but not able to "edit" the report, i.e. the "Action" options they see on their end are with only 3 options:
And without the "Edit" option ?
Can you please confirm this for me? Thanks.
Tami
Answer (1)
Hello Tami,
The visibility selections for reports do not allow for picking specific other persons to view a report, it allows you to pick other *groups* that can view the report.
Only the report's Owner can edit the report. There can be only one value for owner, but you can choose a group so that the whole group could edit the report.
Sincerely,
Mark Sayers
Sr Support Consultant, CS
Also, "Only the report's Owner can edit the report" and individuals with "visibility" option cannot edit- was this a recent version update that solidify this option ? This seems to be a debate point between some of my collogues. - Tami Cheng Fri 7/19/24 12:02 PM
If you select the setting to allow "owner and members of these groups" to view the report, then only members of said group(s) and the owner can view it, yes. Users who are in groups that were permitted to view the report may not edit the report unless their group is named as the owner of the report. - Mark Sayers Fri 7/19/24 12:18 PM