Users want to control who can see which saved reports i n Reports Hub—for example so only certain roles or people can access payroll or client-care reports. They also want to share individual reports with specific team members so those reports show up on that person’s list, and to copy a report (or template) from one brand or instance to another so they don’t have to rebuild it.
Why it matters: Owners and managers want to keep sensitive data restricted while making it easy for the right people to use the reports they need.
Please authenticate to join the conversation.
Planned
New Features
[User] Refinement
About 2 months ago

Ryan Wagner
Get notified by email when there are changes.
Planned
New Features
[User] Refinement
About 2 months ago

Ryan Wagner
Get notified by email when there are changes.