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Performance Insights - Add ability to share Workspaces with colleagues and team members

Creating workspaces in Performance Insights is a process that requires a lot of thinking. By not being able to share created workspaces or views that are useful for more than one user (or allowing us to make them public for other users of our org) , this creative effort has to be redone by each colleague separately. This is not only a waste of valuable time, it also severely limits the dissemination of coherent insights accross the company, thus almost defeating the purpose of Performance Insights ...

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jun 15 2018
  • Delivered
How will this idea be used?

By allowing us to share or make public selected worskpaces, we would be able to get more insight accross the board, without each colleague having to re-invent the wheel...

What is your industry? Other
What is the idea priority? Urgent
DeveloperWorks ID
Link to original RFE
  • Attach files
  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    June 15, 2018 16:02

    Thanks Jeremy! We absolutely recognize the need for this and have been working on it. Sharing/exporting are our highest priorities for release soon

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    June 25, 2018 09:40

    I have been asked the question about this multiple times as well since we started using performance insights

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    December 05, 2018 15:14

     Can this idea be prioritized? We would really like to see this feature as soon as possible.

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    December 05, 2018 17:08

    Thanks for the bump Ryan. This is the current project we're working on right now. I'll notify everyone here once the functionality is live in Q1.

  • Admin
    Maddy Devetski commented
    May 31, 2019 17:31

    Hi Everyone!

    I wanted to notify you that sharing via link is now available in Performance Insights. In the upper right hand corner of Performance Insights, the Menu button is where you can expect to see the option to share your report via link.

    You have the ability to:

    1. Password protect your shared report (optional)

    2. Disable the shared link

    3. View any reports that were shared with you under "Shared with me" in the Report Menu

    4. Share via link to anyone within your org or outside of it

    5. FYI: if you share with anyone outside of WCA or anyone in a different pod, they can view the link, but it won't be added to "Shared with me" on the report menu

    As always, we love to hear your feedback! Please submit any feedback you have here:

    - Maddy

  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    August 29, 2019 18:54

    When I share the report with another WCA user, she has a 'lock' icon in the upper right corner of the report, so doesn't have the option to Export to Excel.  Is this an additional enhancement that can be made, or are we perhaps doing something incorrectly?

  • Admin
    Maddy Devetski commented
    August 29, 2019 19:28

    The report is working as expected. Only the original user has access to the actions associated to the report. Other users will have a view only report. I would suggest submitting another aha! idea to gauge user's interest in the ability to export other users reports to excel.