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