Shareable Offline Reports
Applicable Product:
Talent Management: All
Applicable Release:
V24.04 and later
Summary:
This enhancement allows users to share offline reports with other users in the application.
Details:
This update adds several enhancements to the Offline Reports feature.
Users with permissions to report on all rows of data can now choose to share a report with any other users in the application.
Note: The Share Report section will not appear unless the Downloadable Offline Reports Enabled system setting is set to True.
When a report is shared, an email message is sent to the creator and the shared users with a link to download the report, and the report will be available in the My Offline Reports widget on My Dashboard and in Productivity Platform for both the creator and the recipients.
If a shared user deletes the report from their My Offline Reports widget, it will not affect the availability of the report in the creator's or other shared users My Offline Reports widget. If the creator deletes it, however, it will be removed from all shared users' widgets.
Caution: No security is applied to the report, and the report creator can choose to share it with any user in the application. This means that the people that the creator shares the report with will be able to see the same data in the report that the report creator can access, even if they normally do not have access to this data. Report creators must exercise discretion when selecting users to share the report with.
As part of this enhancement, in the Schedule section there is a new Schedule Title field that allows report creators to enter a title for their report.
Finally, scheduled reports can now be edited in the Scheduled Reports SmartGrid (Menu > Reporting > Scheduled Reports if you have access) by clicking the Manage icon.
This allows you to edit all aspects of the schedule, including Schedule Title, Run type, Start Date, End Date, Time, and who to share the report with.