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Status Proposed
Categories Suggestion
Created by Patty Plaisted
Created on Jun 15, 2022

Reports Shared

Being able to select which users to have certain Shared reports instead of all shared reports to all users with report permissions. Some reports do not apply to various users ex. Producer compared to internal admin staff or Managers.

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  • Jason Stevens
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    Jun 15, 2022

    I share the report and have the agent/employee copy it as a private report for them right then. Then I make my report private again.