To unlock the full potential of data, it is essential that the data is shared with others, and in a format that showcases its true value. For any changes made by data-driven decisions, that data needs to be shared with the audience to make them believe in that decision and measure its impact.
The new Report Sharing feature in Freshservice will help our customers share the metrics with a wider audience and achieve true value out of those numbers. Agents can share their reports from the Analytics module with their internal team and managers and configure access.
How to share reports?
Users can only share reports to other users and groups that have access to the Analytics module.
To share reports with your internal team:
On the Analytics home page, click the report you wish to share. This will open the Reports Builder page
Click on the Share icon at the top of the report.
You can choose the extent of changes a user can make on the report. Select from “Can View, Can Edit, Can Manage” to grant users permission for that report
You can choose to:
Share the report with specific users or groups (who have access to the analytics module)
Share it with everyone.
Click Save. The report is now shared with the selected users.
Note: If you wish to change a specific user’s/group's access, you can return to the same screen and edit the access level to upgrade/downgrade their access privilege.
Admins will be able to transfer ownership of reports to a new agent to ensure uninterrupted report access.
How to view reports?
To view reports that are shared with you:
On the Analytics home page, you can view all the reports at the bottom of the page
Filter ‘Shared Reports’ to view reports shared with you
