Send and share reports effectively
In this video, you will learn:
- How to send reports to users, teams, or any email address
- How to share reports with anyone
- What recipients can see and do with a Workfront report
Key takeaways
- Sending Reports to External Users: You can send reports to non-Workfront users by entering their email addresses, making it easy to share data outside your organization.
- Access Rights Control Visibility: The recipient’s view of the report depends on the access rights you set, ensuring data security and appropriate visibility.
- Repeating Delivery for Snapshots: Scheduled deliveries provide frozen snapshots of data at specific times, useful for tracking trends and maintaining a history of project data.
- Sharing Reports with Teams: Reports can be shared with individuals, teams, or job roles, granting either view or manage rights. Shared reports appear in the users “Shared with Me” section.
- Public and System-Wide Sharing: Reports can be shared via public links for external users or made visible system-wide for all Workfront users, offering flexibility in data sharing.
“Send and share reports” activities
Activity 1: Send a report
Send a report to yourself every Monday at 5 am as an Excel spreadsheet. This is a great way to automatically collect weekly reports that you can later use to see trends.
Answer 1
- View any report you have created, and choose Send Report from the Report Actions menu.
- Click the Repeating Deliveries tab.
- Put your email address in the Send to field.
- Provide an email subject.
- Change the format to Excel.
- Set Repeats to Weekly.
- Set the Time to 5 am.
- Set Repeats On to Monday.
- Click Save.
NOTE
Notice your new Repeating Delivery in the Repeating Deliveries panel on the right. You can set up multiple deliveries for a report and they all appear here.
DELETE A DELIVERY
Select the delivery you just created and click Delete (next to the Save button).
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