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Sharing Reports - Report Owners and Report Viewers


When sharing reports, you now have a choice of adding a Report Owner in addition to Report Viewers. The difference is that the Report Owner receives emails, reminder and nudges encouraging them to drive action on the report. 

If you want to assign responsibility and communicate expectation to a leader to take action on a particular report, then this is a good feature for you.

 

The Report Owner

The Report Owner is the person who is expected to lead action on a report. They will receive emails encouraging them to discuss the results with their team, collaborate on solutions and commit to actions. This is limited to a single person to ensure clear ownership of action.

Below is the email Report Owners will receive:

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Below is the Report Owner reminder email if no focus area is selected on the report in two weeks:

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Report viewers 

Are those who need to view the report, but not necessary act on it. Report viewers will receive the following email when a report is shared with them:

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