Tip Tuesday! Sharing Reports in Fusion Lifecycle
Did you know you have options for how you share reports in Fusion Lifecycle? When setting up a report, you can specify the Report Access as Private, Shared or Public. I thought I’d share a few examples of when I use each option. When I set up a report for auditing a workspace, I can choose to set that to Shared and share with only people that need the audit results. I may want to run a report on all orphaned items that I want to review, but there’s no need for others to act on this information so I keep it Private. If I set up a chart showing all in-progress change orders (and want people to perhaps pin this to their dashboard), I’ll make that public.
And now a word about best practices and workspace permissions. Any user can create private reports, but the ability to share reports with users, groups, or everyone is controlled by a permission.
To avoid cluttering the report page, I tend to advise folks to be cautious when using the Shared and Public report options. Admins do have the option to change a Shared report to another owner (this can be useful if the report owner has left the company):
There’s more detailed information about Reports in the Help guide.
– Michelle, Fusion Adoption Customer Success