Can I create a report that shows a user all projects that are shared with them? | Community
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M
MPH2
Level 4
February 11, 2025
Solved

Can I create a report that shows a user all projects that are shared with them?

  • February 11, 2025
  • 3 replies
  • 3102 views

I've been looking and found a few older posts that had text code that was supposedly going to work in achieving this, but I have had no luck. At the moment they only wish to see these projects, so that they are aware of what is going on in their team. I don't know that they will want to manage these at any time, and I know that a project can be updated for that purpose. right now, I just want to build a report, or even a filter, that allows this user to see only what is shared with them.

 

Thank you for your help.

Best answer by skyehansen

Before you even start creating a report, it is definitely a risk you should consider.

 

If you share projects to User B by their specific name (rather than generally sharing with a team, job role, group, or company) any report you make in order to show other users the "User B work", may not display correctly if they normally cannot see the project. Same with User A.

 

3 replies

JustinRenteria2
JustinRenteria2
Level 6
February 11, 2025

Creating a project report and not applying any filters will essentially show them everything they have access to. Perhaps the only filter you can apply is one that filters out Complete projects so they're not seeing things that are complete. 

    M
    MPH2Author
    Level 4
    February 11, 2025

    This works to show the projects that are shared by the user requesting the report, but none of the projects that the other user is on. So, User A needs to see all projects that User B has set as Projects I Own as well as Projects I'm On. So, I can see all the ones that User B owns through User A's account, but not the ones that User B is just working on. Is there a way to capture both of these in a single report, or will I need to create a new one that tracks the tasks that User B has (and has shared), as a workaround?

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    February 11, 2025

    are there any restrictions we should know about? For example, is there a possibility that user B is working on a project that hasn't been shared with user A? (and so therefore, user A can't normally see such a project)

      M
      MPH2Author
      Level 4
      February 13, 2025

      I didn't share the projects that User A doesn't own, so I am assuming that could be preventing B from having any insight to it through reporting?

      skyehansen
      Community Advisor
      skyehansenCommunity AdvisorAccepted solution
      February 13, 2025

      Before you even start creating a report, it is definitely a risk you should consider.

       

      If you share projects to User B by their specific name (rather than generally sharing with a team, job role, group, or company) any report you make in order to show other users the "User B work", may not display correctly if they normally cannot see the project. Same with User A.

       

        kautuk_sahni
        Community Manager
        kautuk_sahniCommunity Manager
        Community Manager
        July 29, 2025

        @mph2 Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!

        Kautuk Sahni
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