Default Reports

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I would like to be able to setup default reports that a user can see when given access to the reporting tab. Currently it defaults to contain all of the 'root, root' reports that provide no additional value, rather confusion. Ideally, I could adjust these as the admin to the few reports that I want every user to see. I just spoke with a representative and he stated that this isn't an option as of now, but I think it would be very helpful and limit a great deal of confusion.
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Ransom, Chris

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Posted 1 month ago

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Aashnee Kamboj, Community Moderator

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Hi Chris,

The reports that are by default shared with the new users are decided by the share section within each report. Open any report and click on the Share button. The reports that have All Users added (as shown below), will be by default provided to all the new users you create. Hence, remove the all users option from the report you would not like to share with the new users.

Please note that removing the all users tag can remove the report from the existing user profiles. Hence please ensure you choose the user names for whom you would like this report to be shared with post removing the all user tag.

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Ransom, Chris

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Aashnee,

I understand that for the reports that are created by actual users, but we have reports from 'root, root' which isn't an instance, so there's no way for me to adjust the share settings on those.

Thanks,

Chris