Acoustic Campaign Ideas


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Allow users to Export a report that was Shared in Performance Insights

With a recent enhancement, the ability to share a report in Performance Insights was delivered.   When the reports are shared, the user they are shared with can not Export them to Excel.  On the report, where Ithe report creator, have the options to Export, users who the report is shared with only have a 'lock' icon.   Please allow these users to Export the report, just like it was one they created.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Aug 29 2019
  • Planned for Future Release
How will this idea be used?

We want our Org Admin to be able to create a standard set of reports that can be shared with all users AND Exported, so that each team does not have to create their own.   We can create and share today, but the system isn't allowing the export, preventing teams from sharing metrics with their leaders.

What is your industry? Insurance
What is the idea priority? High
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  • Admin
    Maddy Devetski commented
    November 22, 2019 16:27

    Hi,

    This functionality is actually on the Performance Insights Roadmap. Thanks for the feedback on our new feature :)

    Thanks,

    Maddy