How to create reports, and an overview of what the different options are that are available.
- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Mailing Lists
- Mailshots
- Marketing Campaigns
- Products
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Event Management
- GatorMail Integration
- Opportunities
- People & Organisations
- Reporting
- Compliance Record
- Data Enrichment
- Transaction Documents
- Adobe Sign Integration
- Mapping
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Sharing Reports
Sharing Reports
By default, Workbooks reports are private to the user who created them. To share a report with another User or User Group follow the steps below:
- Open the report you want to share.
- Click Edit this Report (in the column on the left-hand side).
- Click Sharing Permissions (the padlock at the top of the report).
- Click Add Rule. From the dropdown picklist choose the User/User Group with whom you want to share the report and use the checkboxes to control what that User/User Group can do. If you give another User permission to modify the report, it might not look the same the next time you open it!
- To add more Users/User Groups click Add Rule again.
- To finish, click Save & Close.
NOTE: If a User has permission to modify a report, they can add/remove columns, change calculations, edit the criteria, add new views and so on. If they do this, any changes they make are retained even if they do not click save.
Related content
How to view your reports, and the benefits of using Categories to separate out different types of reports.
How to set up a Scheduled email which sends a reports on a regular basis to one or more recipients.