Sharing Report as a Template

Overview

You may want to provide access for your colleagues to a report that you have modified. If you have updated an existing report, the changes will be visible only for you unless you publish the report as a template.


Prerequisites

You need to have an account with the OperationsSuper User role, or a custom role with the rights to view reports.



Solution

  1. Log in to the Street Smart web portal using your credentials and company ID.
  2. Navigate to Reports > List.
  3. Select the Category where the report is located.
  4. Click on the report you want to share.
  5. Click More and select Publish as Report Template.

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  6. Adjust the report name if needed and click Save.

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Testing

You or your colleagues should be able to create and run the report from the template that you have shared:

  1. From Reports > List, click New Report.

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  2. Select the template that you have published and click Create Report.

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  3. Adjust the name if needed and click Save.

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  4. Run the report that you created from the template.

 

 

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