Free Users and Reports

SueinSpain
SueinSpain ✭✭✭✭✭
inSmartsheet Basics

Our company has many free users as that is all they require with a limited number of licenced admins.

My issue is regarding the Reports. As an admin I can create and edit happily but my free users are suddenly unable to change the filters.

I've looked up free user access and Smartsheet specifically says they can still edit reports

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However, my users are finding the filters tab greyed out so they cannot change

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I have made sure that they have full rights on both the report sharing and also the underlying smartsheet involved.

So now I am stuck - am I missing something or have the permissions been revoked for free users as this could be a bit of a game changer for us.


Many thanks in anticipation of your help

kindest regards

Sue

Sue Rogers

AmerisourceBergen - MWI Animal Health

Business Analyst

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Answers

  • Jason Duryea
    Jason Duryea ✭✭✭✭✭✭


    Here's the page outlining the permissions on sheets, reports or workspaces and where a user license is required.

    https://help.smartsheet.com/sharing-permission-levels

    As you can see below, modifying the Report Builder (i.e. Filters) requires a user license. I'm not sure if/when they may have changed this. As far as I remember, a license was required to perform these types of changes. Free-collaborator is generally limited to editing/viewing data in a report only.

    image.png


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  • SueinSpain
    SueinSpain ✭✭✭✭✭

    谢谢你杰森,我认为你可能是对的,但安oying as says they can edit in the "What can free users do" page and they certainly could do this before. I'll raise a ticket with them to get clarity as conflicting information.

    Many thanks

    Sue

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

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  • Genevieve P.
    Genevieve P. Employee Admin
    edited 08/22/22

    Hi@SueinSpain

    Filters in Reports are how the Report is configured, part of the "report builder criteria". This means that only Admins and Owners in the Report can adjust the filter, and yes, they would need to be licensed as well.

    Cheers!

    Genevieve

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  • SueinSpain
    SueinSpain ✭✭✭✭✭

    Thanks Genevieve

    How silly as they didn't used to and the what free users can do guide says they are able to do this.

    Conflicting information on this.

    Sdaly looks like I won't be able to use reporting in our business as too few licenced users :(

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@SueinSpain

    Would you be able to send me the URL with the Free User information where it says they can adjust Report Builder criteria? I'll pass this along to the Help Article team so the content is updated to be accurate.

    Thanks!

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I understand. Unfortunately, there is no other option that I see. One thing to make it easier for you to add the name is to have a helper column in the source sheet with a formula to identify duplicates. If there is a record with no duplicate (i.e., a new name added), you can get notified through a workflow and use that to add the name to your metric sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106937,"type":"question","name":"Column shifting","excerpt":"Hi There, Currently, I have set up dynamic drop down in target sheet and the rule is the column index can not change (i.e. stay index 32) However, the column is shifting (i.e. from 32 to 57) but user claims they didn't move or change the column index. Is there any way we can figure out why this happening or any where we…","snippet":"Hi There, Currently, I have set up dynamic drop down in target sheet and the rule is the column index can not change (i.e. stay index 32) However, the column is shifting (i.e.…","categoryID":321,"dateInserted":"2023-06-27T07:31:13+00:00","dateUpdated":null,"dateLastComment":"2023-06-28T08:59:15+00:00","insertUserID":161133,"insertUser":{"userID":161133,"name":"Man Chui","url":"https:\/\/community.smartsheet.com\/profile\/Man%20Chui","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-28T07:04:06+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-28T09:22:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3375795628,"url":"https:\/\/community.smartsheet.com\/discussion\/106937\/column-shifting","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106937\/column-shifting","format":"Rich","lastPost":{"discussionID":106937,"commentID":382758,"name":"Re: Column shifting","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382758#Comment_382758","dateInserted":"2023-06-28T08:59:15+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-28T09:22:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-28T06:56:02+00:00","dateAnswered":"2023-06-27T12:25:56+00:00","acceptedAnswers":[{"commentID":382510,"body":"

This should be present from the activity log.<\/p>


<\/p>


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":106975,"type":"question","name":"Case sensitivity when using data mesh","excerpt":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including manager's email. The DataMesh is keying of of the common field of User ID. We noticed that for many of the nurses the match didn't work and also…","snippet":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including…","categoryID":343,"dateInserted":"2023-06-27T19:39:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:09:03+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":114017,"lastUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":23,"score":null,"hot":3375792506,"url":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","format":"Rich","lastPost":{"discussionID":106975,"commentID":382691,"name":"Re: Case sensitivity when using data mesh","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382691#Comment_382691","dateInserted":"2023-06-27T20:09:03+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T20:09:23+00:00","dateAnswered":"2023-06-27T20:09:03+00:00","acceptedAnswers":[{"commentID":382691,"body":"

Perfect. Thank you so much!<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5419,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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