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Sharing Reports - Action Drivers and Report Viewers


When sharing reports, you have a choice of adding users as Action Drivers or Report Viewers. The difference between the two is that Action drivers receive emails, reminder and nudges to encourage them to drive action on the report. 

If you want your team to take action on a particular report, then this is a good feature for you.

 

Action Drivers

Are those who are 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. 

Below is the email Action Drivers will receive:

 Report_sharing_email_-_for_Action_driver.png

 

 

 

Action Driver reminder email if no focus area is selected on the report in two weeks:

 Report_sharing_email_-_for_Action_driver_-_Reminder.png

 

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:

 Report_sharing_email_-_with_report_viewer.png

 

 



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