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RLepoudre
RLepoudre
Level 2
August 6, 2026
New

View Report As

  • August 6, 2026
  • 2 risposte
  • 29 visualizzazioni

I find where I spend most of my time utilizing the log in as feature is on testing new reports - specifically ones where $$USER.ID is involved.

I think it would be super helpful if there was a button for admins on the Report Actions to have a “View Report As” feature that allows admin’s to preview a report as a specific user to save all of the clicks between setup and reports. 

    2 risposte

    ChrisLew
    User Group Leader
    ChrisLewUser Group Leader
    User Group Leader
    August 6, 2026

    Got this tip from one of the customer success webinars and I use it all the time! It’s to open up a second browser window logged in under a different profile.

    (in Chrome)

     

    Continue editing your report in your primary window ‘…/edit’, and view the report logged in as the user in the second window ‘…/detail’ to refresh and view.

      ChristinaPisell
      ChristinaPisell
      Level 2
      August 6, 2026

      Hello! 

      Another option I use is to use the “Run this report with Access Rights of” underneath Report Options. This allows me to see the report as a specific person and then you can remove it once you are ready to hand it off. If it is a existing report then copy that report an use the above prompt.

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