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Question

How do I share Adhoc Reports in Unanet?

Solution

There are two ways to share an Adhoc report in Unanet:


Option 1: You can share a particular report definition with other users via the Export/Import capabilities. 

Once you have a report defined as you would like, you can click Export. This will prompt you to save a file (in XML format), which can then be shared with another user.  

The receiving user can load a shared report into their list of Adhoc reports by clicking the +Adhoc Report link (Reports > Adhoc), clicking Import, selecting the provided file and clicking Import


Option 2: Once you have a report defined as you'd like and have saved it to your dashboard, copy the URL (which should have "runFrom=" at the end) and paste it into an email, or even a scheduled broadcast message out of Unanet.

An advantage is that if someone is required to log into Unanet after clicking on the link, they will be taken immediately to the report output once logged in.


Note: For both options - viewing reports and specific report columns, data areas, and views is restricted by role. For example, if the initial report creator possessed the Cost Rate Manager role and had included Cost Rate related fields, yet the receiving user did not have that role, any Cost Rate related fields would be dropped from the report definition when imported for that user.


Additional Information

Help Docs - Adhoc Reports


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