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Please make the managing of shared reports an easier experience

Related products: CS Reports & Dashboards

I love the share reports feature in Reports, but I am hoping some updates can be made to the usability of this feature so that managing shared reports is an easier and more enjoyable experience.

1). When I navigate to the Manage tab to adjust existing sharing settings for users, I can’t make edits to it as it’s greyed out. If I wanted to make a change, I need to create a new “Share”. This then creates issues with the older report links shared out with a message saying “Unable to access the link.” Usability would greatly increase if admins had the ability to edit existing shares (i.e. remove a user(s), add a user(s) edit the sent time for scheduled reports, etc.)

2). When trying to delete a singular sharing setting, it deletes the rest of the existing sharing settings as well and not just the one I want to actually delete. This means I have to re-add all of the existing sharing settings on the report from scratch. It would be super useful if an adjustment could be made where selecting “Delete” on one action only deletes that one action, not all of them.

Thanks!

 

Thanks for posting this one! It’s a real headache. @rakesh this didn’t come up during our session earlier this week as a top of mind item for “other things”, but it’s definitely needed!

@rakesh Could we please have an update on this? This is a big pain point. We often have users requesting to be removed from shared reports for different reasons, and having to delete the entire sharing settings just to remove one or a few users is a big problem and a time suck for admins. A user just requested I remove them from a shared report this morning due to a role change, but I can’t just remove them, I have to delete the entire share and then re-add everyone else who was previously receiving the report. And then because the report is scheduled to go out before I received this request, I can’t schedule the report to go out at its regularly scheduled time until tomorrow morning, prior to that time.

💯  If users could “unsubscribe” themselves from within the email, that would be a big bonus.

Yes to unsubscribing!!! Faster and less work for admins. 

💯  If users could “unsubscribe” themselves from within the email, that would be a big bonus.

 

Anything that improves either the external OR INTERNAL customer experience is plus in my book!

The messy share links become a huge issue if another stakeholder wants to receive the report -- and especially if they want to receive it at a different cadence. Cloning the report for individuals shouldn’t be the answer.

To add to my comment above, since I neglected to think it through FULLY before hitting send…

Could there be a “preferences center” implemented for shared reports that allows users who would have view access to the specified report to be forwarded the link to a previously shared report, and add their own PERSONAL report delivery settings? (ie -- if a report was set up to be sent daily at 9 am EST and they are based out of London and want it delivered only once a week at 9 am BST, they could configure that within the report itself?)

No Status→Acknowledged

Hello All,  

 

We understand the existing limitations with  share reports capabilities and have added this in our roadmap .

 

Thanks

Prateek

Hi @Prateek Parashar do you have an update on where this request falls on the roadmap? Thanks in advance!

Hi @kstim , Unfortunately, this is not planned to go to Dev in Q1. I will update this thread if this goes to dev in Q2.

 

Regards

Prateek

Improving the experience of sharing dashboards should also be considered as part of this post. After configuring a schedule and sharing the dashboard with select users, I can’t go back and edit the list of users at all.

What if one of the users currently scheduled to receive this dashboard link leaves our company, or no longer needs this dashboard sent to them? I can’t remove just them from the configuration - I need to delete the schedule entirely then re-add everyone else and set the schedule up again.

What if a new manager joins and requests to receive this dashboard link? I can’t add any new users to the existing schedule - I need to set up a separate schedule just for them. 

@Prateek Parashar Do we know if this idea is going to dev in Q2? Maintaining these user lists are very difficult in both the sharing of reports and dashboards. It would be so amazing if we could improve this experience for admins!

 Hi  @kstim , Unfortunately, its not going to deb in Q2. I completely understand the problem that you and others are facing with Report/Dashboard sharing and appreciate your patience.

 

Regards

Prateek

This has been a frustrating experience. How is there not a way for us as Admins to report on which reports/dashboards are scheduled? That alone would be nice, not to mention who scheduled it, who the recipients are, the schedule, etc. Right now, we have absolutely nothing - and oh yeah - it doesn’t respect the Oauth user, so if someone scheduled a report and leaves the company that report just suddenly stops exporting.

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