Reports: Allow a set of users to view a Report that I already generated

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We are a US business looking at tracking our customer calls more efficiently.  Currently, we have to create each report view separately for each user that has report access.  This will become even more of a problem as we need to make any type of change to a view, as this means we will have to log into each account separately to make all the views match.  

It would be incredibly beneficial to allow an administrator to publish a view that is created, so other users with report access can easily find it in the view dropdown box and use it.  Also, when the administrator updates any of the views, the users' views will also automatically be updated.  This would save a lot of time and confusion and would ensure we are all on the same page.

Thank you!
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Pamela Squires

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Posted 2 years ago

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Kim, Alum

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Pamela - Have you checked into our new feature: User Roles and Permissions
(Edited)
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Pamela Squires

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Yes, but does this allow a report view to be created by one user and accessed by other users?  I would like to share a report view with anyone with report access.  I do not see that capability and customer service told me it is not possible.  If I am missing something, please let me know!  Thanks!
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Kim, Alum

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Thank you for clarifying.

That is correct - a single report your generate cannot be viewed by other users inside your account. 

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