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Ability for all scheduled reports to be visible by the Org Admin.

When poeple schedule reports and then leave the organisation it makes it very difficult to find the scheduled report and update or delete once they are gone.

 

All scheduled reports should be named and visible by the org admin for easy management.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Jun 26 2018
  • Under Consideration
How will this idea be used?

Person A schedules a report for a recurring mailing.  Person A then leaves the company and the report continues to run.  The mailing is stopped, but the report continues.

 

Finding this report is diffucult as you don't know which user has scheduled.

 

If disabling the user is the solution, then when a user leaves the organisation the report will stop and have a different negative impact.

What is your industry? Non-Industry Specific
What is the idea priority? Medium
DeveloperWorks ID
RTC ID
Link to original RFE
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  • Avatar40.8f183f721a2c86cd98fddbbe6dc46ec9
    Guest commented
    July 11, 2018 12:13

    Hi Steve,

    Thank you for your feedback. We're hoping to incorporate this better visibility of scheduled reports when we add the exporting feature to Performance Insights.

  • Admin
    Maddy Devetski commented
    21 Jun 20:07

    Currently, we don't have the ability to schedule reports in Performance Insights, however it is on the roadmap. For now, they do have the ability to share reports via link or export to pdf. Sharing via link looks like this: 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 itFYI: 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

    Disabling the shared link for people who leave the company may be a temporary solution for now. Also any reports User 1 creates and shares with User 2 can be viewed in the "shared with me" section of the report menu of PI.