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Report access should not depend on source sheet

Arul
Arul ✭
inSmartsheet Product Feedback & Ideas

My team uses a single sheet to store data for multiple suppliers. Due to data confidentiality we cannot share the source sheet to all the suppliers as one supplier should not see the other suppliers data. We create different reports out of this sheet and filter them by the respective suppliers. But when we share these reports, they turn up blank on the supplier end as they do not have access to the source sheet. We currently use report widget in the Dashboard to share these reports but it prevents us from getting inputs from the user. It would be really useful if we could share reports without actually sharing the source data.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Arul

    I hope you're well and safe!

    You can use the Premium App WorkApps (available for licensed users on the Enterprise Plan, Smartsheet Advance, or/and with the Collaborator Pack) or the Premium App, Dynamic View.

    Would any of those options work/help?

    I hope that helps!

    Be safe, and have a fantastic weekend!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Arul
    Arul ✭

    Hi@Andrée Starå

    Good Day!! Thanks for your suggestion.

    I initially planned to do it that way with Workapps as I had the collaborator pack. Workapps have a limitation of 50 pages. Each one supplier of ours has to work on 3-4 such reports. So it kind of beats the purpose of keeping everything in one place for easy access. I know that we can have individual sheets for every supplier and then use workflow to push the data to a common sheet for creating dashboards for the leadership.

    But it would be less of a hassle if we can have multiple reports feeding into the same sheet without having to share the source sheet that has confidential information of other suppliers.

    Thanks!

    Arul| Project Manager / Data Analyst@ TRIMBLE

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  • Krystal Garcia
    Krystal Garcia ✭

    I have this same exact situation going on. Thanks for bringing it up!

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  • Dana Gugliotti
    Dana Gugliotti ✭✭

    We just got dynamic view because it is really important for security to isolate views and not allow access to all aspects. I am looking forward to implementing it soon!!

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