Sharing Grid and Report Views

Users with 'Share Grid Views' and 'Share Report Views' permissions assigned in Security Administration can share their custom views for grids and reports with other users or roles. The users who create the views are considered owners of those views. Owners can modify the views (change filters, reorder columns, rename or delete the view) and those changes are propagated to all the recipients. Any recipient with sharing permissions can also share those views further with others, but only owners can modify, rename or delete shared views.

Sharing grid and report views provide the following benefits:

  • Managers and supervisors can create custom views for their groups or departments and share with their team members, so everyone is looking at the data consistently. Also, managers can modify the shared views once and the changes are available for all the recipients.

  • If task assignees find certain custom personal or shared views beneficial, they can share those with others in similar job function so everyone can benefit. The views don’t need to be reconstructed multiple times.