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  • 1.  Is any method to share the saved report view report to other users

    Posted 02-11-2025 22:23
    No replies, thread closed.

    I have created a lot of saved report views ,but seems cannot share to other users 

    I need to make it one by one manually ? any other methods? 


    #Reporting/Analytics

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    George Lau
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  • 2.  RE: Is any method to share the saved report view report to other users

    Posted 02-12-2025 07:29
    No replies, thread closed.

    Hello George, 

    You need to make sure that the users that you are trying to share it to have the correct permissions to view the report. 

    Cheers,



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    Cameron
    Online Community Manager/Moderator
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  • 3.  RE: Is any method to share the saved report view report to other users
    Best Answer

    Posted 02-21-2025 17:04
    No replies, thread closed.

    You cannot share a specific View that you have saved in a Workspace, unfortunately. You can set up a Scheduled export and email the .csv or .pdf automatically to 10 email addresses, or export to a static link and use it with something like Microsoft BI...

    You can sort of share a view by opening it, then copying the link in the address bar and sending that link to someone else...but it won't preserve the column selections, or the date range even though it usually preserves filters. Not a great solution.

    The feature is due to begin development soon https://genesyscloud.ideas.aha.io/ideas/ANLS-I-846



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    George Ganahl GCP, GCSME, ICCE, ICHD, etc.
    Technical Adoption Champion
    Genesys
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