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My Public Reports

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In order to access this feature, an organization must have a Gold license or higher.

My Allowing users to share reports within the organization without the need to share the report via email every time there are changes in the report/dashboard version.

  • The main use case is that a distributer or a lead analyst in the organization will share and update reports across the organizations, so "simple" users will get the analysis and insights without any action.

  • Roadmap vectors - Distributors - Increasing the efficiency of the distributor's work

Assumptions

  • "Publishing" a report is an added functionality to the favorite reports feature.

  • As a guideline - the behavior will be the same as scheduled reports - scheduled reports are reports which are controlled by a single user and shared by mail, and published reports are shared within the system.

    • Only favorite (saved) reports can be published reports.

    • Each published report can be controlled by a single user (only one user can edit/ update the report). As a result, editing/ scheduling a published report can be done only by the creator of the report.

Create Public Reports

  • The user must save a report/dashboard to publish it.

  • Add a new option - "Publish" in the "..." menu of My Reports:

    • The option will be available to click only for users with Pro permission = Full.

    • This feature will be defined as "Gold" - description of premium popup and explanations below.

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