Who can see the information in a report?

When creating a report, you may not always want it to be visible to everyone before it is finalized. Control accessibility using the following methods:

Activation and Readability

Before the report is activated, it is only visible to those with permission to create and manage reports. Delaying activation is thus the simplest way to hide the report from those who will later be reporting in it.

Reporter

For a user to report and receive reminders, they must be set as a reporter for the report or be the default reporter for their department.

Read more here: Manage reporters.

Readability

In the report’s settings, you can adjust its readability—that is, what is required for users to be able to read the report.

If you select “Only completely finished reports” all users who are not reporters will only see the report once it is marked as complete, with decreasing requirement levels down to “Reports activated for reporting.” You’ll find this setting in the Advanced section of the report settings.

Restrict access to report elements / headings

Through “Edit structure of department template” you can configure individual headings to require specific permissions in order to be read and/or edited. Permissions are assigned per heading and user, and you can control the ability to Write, Approve headings, and Submit the entire report as complete.

If all headings and users should have the same permissions, it is sufficient to configure this at the top-level heading for the department, as all underlying headings will inherit these settings.