Send and share reports effectively
In this step, you will learn how to send and share reports in Workfront. Discover how to send reports to users, teams, or any email address, and understand the different sharing options available. You will also explore how access rights affect what recipients can see and do with a Workfront report. By the end of this step, you will be able to efficiently distribute reports and ensure the right people have access to the data they need.
- 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.
This concludes the module on report settings and sharing in Workfront. You now have the skills to manage report settings, send reports, and share them with the appropriate audience. Use these skills to enhance collaboration and data visibility within your organization.