Sharing Report as a Template

Overview

You may want to provide access for your colleagues to a report that you have modified. If you have updated an existing report, the changes will be visible only for you unless you publish the report as a template.

Prerequisites

You need to have an account with the Operations, Super User role, or a custom role with the rights to view reports.

Solution

1. Log in to the Field Force Manager web portal using your credentials and company ID.
2. Navigate to Reports > List.
3. Select the Category where the report is located.
4. Click on the report you want to share.
5. Click More and select Publish as Report Template.
   
   
   
   
6. Adjust the report name if needed and click Save.
   
   

Testing

You or your colleagues should be able to create and run the report from the template that you have shared:

1. From Reports > List, click New Report.
   
   
   
   
2. Select the template that you have published and click Create Report.
   
   
   
   
3. Adjust the name if needed and click Save.
   
   
   
   
4. Run the report that you created from the template.

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