Send Scheduled Reports to Recipients Without Permissions

Release Date 15 October

This release adds the ability to send reports to individuals who may not necessarily have the permission to view them. For example, there may be manager that does not normally have reporting permissions; or they may have reporting permissions, but not the ability to see individuals included in the report due to their place in the organizational structure.

Enabling in the Academy

To enable this feature in your academy, navigate to the Academy Workspace > Academy Admin > Settings > Control Panel.

Under Reporting visibility rules, toggle on All team members without permissions to receive scheduled reports, and save.

Scheduling Reports

When scheduling a report in the Report Builder, you'll now have an additional option — All team members.

Selecting this option will allow the sender to select those without the usual permissions in the next step, and they will be labeled as such.

Users without permissions will receive the reports via email and in-app notification, where they will be able to download the report. They will not be able to view the report within the academy itself.

NOTE: 

  • If the scheduled report is edited and the option changed, the recipient list will be reset; the recipients will need to be reselected.

Related Articles

Using the Report Builder

Scheduling Emailed Reports in the Report Builder

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