How do I (an admin) grant reporting access to a user? | Community
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T
TravisSa1
Level 2
February 4, 2020
Question

How do I (an admin) grant reporting access to a user?

  • February 4, 2020
  • 2 replies
  • 472 views
I'm an admin for my organization and I have the "Reporting" tab at the top of my screen. I created a report and shared it to one of my team members who is NOT an admin. She does not have the "Reporting" tab at the top of her screen. How do I get her that tab so she can see the report? A step-by-step guide would be super helpful - we are very new to Workfront. Thank you all for your help! (Also if there's a better place to post questions please let me know.)
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2 replies

V
VicAl1
Level 10
February 4, 2020
Hi Travis, There's a couple of ways you can go with this. I'll work from easiest to most difficult. While #3 is most difficult, it might be the best option in the long run to save you from this trouble. You can simply send her a link to the report by copying the URL and sending it to her. She doesn't need the menu to see a report. This is often the best way to send someone a report link anyway – gets them a direct click to the report instead of having to find it. Open her profile and change it in her profile Search > People > her name > Edit > Preferences > In the Global Nav bar, show: (see screen shots) Add or change a Layout Template so she (and everyone else gets that option Setup > New Layout Template (or if you have one already, use that) > In the Global Nav bar, show: (see screen shots) Then go to Assign People tab and enter whomever you want (persons, roles, teams, groups) Let me know if you need more info. Setup
Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
February 5, 2020
Hi Travis, In addition to Vic's excellent options, for more personalized reports (and/or until you're ready to take the Layout Template plunge), another approach is to: Log In As your team member As "her", search for and select the report (using top right search box) Once the report is open, click the Star (top right) and +Add Current Page as a Favorite From then on, she can simply click the Star and select the Report to run it. Regards, Doug Doug Den Hoed - AtAppStore
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