Report Sharing

Collaborative Reporting: Share and Distribute with Ease

Use cases for sharing reports

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Collaborative Project Management: Team members can share reports and folders relevant to a specific project, ensuring that all associated users have access to the same information and can collaborate effectively.

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Role-Based Access Control: By sharing reports and folders with specific roles, organizations can streamline access control. For example, managers might share performance reports with team leads while keeping sensitive financial data restricted to higher-level roles.

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Cross-Project Reporting: Users involved in multiple projects can share reports across those projects, facilitating broader insights and strategic decision-making that takes into account data from various initiatives.

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Enhanced Communication: Sharing reports with selected users or roles ensures that important information is communicated efficiently, reducing the chances of miscommunication or data silos.

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Security and Control: The ability to lock shared assets prevents unauthorized changes or deletions, maintaining the integrity and consistency of critical reports.

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Regulatory Compliance: In industries with stringent reporting requirements, sharing and locking reports ensures that only authorized personnel can access and modify the reports, aiding in compliance with regulatory standards.

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Efficiency in Information Dissemination: By right-clicking and sharing reports or folders, users can quickly disseminate information to relevant parties without the need for manual distribution, saving time and reducing the risk of errors.

Share a report with specific users and allow the users to remove the reports if they so choose

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Right-click on a report you wish to share and click the "Share" option.

OIBIS 'share report' side panel showing options to share with specific roles or users within the company.

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Select the "Users" option and click "SELECT".

OIBIS 'share report' side panel with the user selecting the option to share the report with specific users.

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After searching for and selecting the desired users, they appear in the "Share report" list.

If you have the required permission, you can click the lock icon, which will prevent the users the report is being shared with from being able to remove the shared report.

OIBIS reports management screen displaying a report that has been successfully shared.

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Click the info icon to reveal a popup of what each share icon represents.

After saving the users you wish to share your report with, the "Shared" icon appears to the right of the report's name.

OIBIS reports management screen with the user about to select the SHARED tab for shared reports.

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Daniel Foster is logged into OIBIS blue.

After selecting the "Reports" menu or pressing "R" from the time tracking screen, Daniel is redirected to the Reports screen. Daniel then selects the "SHARED" tab for any folders or reports that were shared with him.

OIBIS reports management screen with SHARED tab selected, displaying shared folders and reports.

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Daniel can choose to run the report, which will produce a PDF of the report, or download a CSV file of the report, or schedule the report, or view the selected parameters of the report, or choose to remove the report if the report was not locked by the user who shared the report with him.