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Sharing Expense Report

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Level 10
Hi I'm working with Support on this but it's been a few days and they haven't yet found a solution so I thought I'd reach out to see if anybody else had this issue and found a solution. I created an Expense-Object Custom Form and then made an Expense-object report with the fields from the custom form. I shared the report company-wide. Then I created a Dashboard with the report on it, and shared the dashboard company-wide, and added it as a custom tab in the Project on everybody's layout templates. However, only users with Planner licenses are seeing the data in the report. Worker licenses can see the dashboard and the report column names, but the values are not filled in. Here is what I've tested: - I created a brand new test Task report and shared it the same way I shared the Expense Report, and added it to to the same Dashboard -- that report gets populated and works perfectly. - I recreated both the report and the dashboard from scratch and shared it again. I've shared it with individual people to see if that would work but they still are seeing a blank report. - I think it must be an access level issue for Expense Object types but I cannot find anything that would control this. - In the Project/Access section in "Edit Project", every type is given Contribute access, and every box is checked so nothing is excluded. - I've given the most access possible to Worker licenses in the Setup. - I shared the Custom Form with the Company . Any ideas? Jill Ackerman
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Level 10
What I do is schedule the report and email it to the people who need the data. They can't run the report within WorkFront, but they get a spreadsheet, for example with all the data in it. Would that work? Eric

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Level 10
Hi Actually no it wouldn't work, because there is a separate budget for each project and it needs to stay attached to the project for easy access. HOWEVER I am pleased to report that the problem was identified. I had to go into Report Options and fill in "Run this Report with the Access Rights of" my name. I am not sure why or what this means, but it solved the problem. Perhaps this post will help someone in the future who is searching for this same solution. Jill Ackerman

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Level 1
Hey Jill, The reason this works is that the "Run the report with the access rights of..." field allows the report to run as if you had ran it. No matter who looks at it, it will display the information exactly the way you would see it. This allows the users running the report to be able to view the information they might not have had access to see otherwise. I should note here that just because they gain access to see information on the report this does not grant them access to that item(object) or the rest of the information on that item(object). All they can see is the information in the columns of your report. Roy Rojas Cantres Training Specialist & Strategist CX Training Workfront, Inc.