Shared Reports

Report templates can be shared with other FootPrints users:

• Shared/Internal Reports appear on the Saved Reports page for Agents in the Project who have access to Shared Reports.  An Agent who's role restricts him or her to seeing only his own Issues or his Team's Issues only sees those Issues that match the criteria of the report and that he is allowed to see.
• Shared/Public Reports are also available to customers, but such reports only contain data the customer is allowed to see (either his or her own Issues or those of the Organizational Unit).

Instructions on creating and saving report templates can be found in Custom Reports.  Each time a saved report template is run, it returns the latest matching data.

To run a Shared Report:

1. Select Reports | Saved from the FootPrints Toolbar.
2. Choose the report you want to run under Shared Reports.
3. Select Run.
4.  Click GO.  The report results are displayed in a separate browser window.  If the report template is of Export style, the Save As Windows dialog is displayed instead.

Shared reports can be edited and deleted in the same way as personal reports.  Follow the instructions for editing and deleting saved reports, choosing a report under Shared Reports.  Deleting a Shared Report deletes the report for all users.