Reports Security

Using reports, you can analyze data and track performance and trends across programs, partnerships and regions. After configuring the reports with the desired views, KPIs and charts, you can share the reports with internal users and partners. 

Build a report once and share with multiple partners, and be assured that each partner only sees the data-set that they have direct access to. 

Share the report to a specific list of users, or with an entire company. Only the report owner can modify the share list for the report.

Sharing with Users

Each user can be added at one of the following access levels to the report - Owner, Collaborator, Participant.. The access level controls the scope of the data that they can view in the report and also whether the user can edit, delete or copy the report. Here is a complete list of the actions by access level on the report.

Only users within your company should be added at Owner or Collaborator access, and only for trusted users or users in the operations teams who need to be able to administer, test and modify the report for business needs.

Sharing with Companies

When the report is shared with a company, all users from that company on WorkSpan can access the report. 

Users accessing the report via this company access, will have the same access as a Participant i.e. they cannot edit the report content and can ONLY view the data in the report where they are already a member.  

Say the report is shared with Company X. User A from Company X can access the report, but cannot see their own company’s data in the report either unless User A is a member of those records.

Private Fields in Reports

Data privacy rules for fields are enforced in reports.

Any company private fields that are in the report tables or charts are hidden, if the report is shared with and accessed by users outside your organization.