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July 5, 2023
Question

Creating Reports and Dashboards

  • July 5, 2023
  • 2 replies
  • 535 views

Hello,

 

When creating a new report or dashboard, does it by default show up under All Reports/All Dashboards for everyone to see?

 

Thank you

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2 replies

VicSellers
Community Advisor
Community Advisor
July 5, 2023

Hi @dariah4 - All reports and dashboards will show to System Admins in the system but will need to be shared to those in the system with other access levels by company, group, team, individual, etc. or you can also set it to be viewable system-wide.

 

Hope this helps!

Richard__Carlson
Community Advisor
Community Advisor
July 5, 2023

To answer your question, yes.

Do all of your users need to see all reports / all dashboards?

In our instance we try to limit access to reports or dashboards on a need-to-use-basis.