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Status Already exists
Categories Reports
Created by Eric Cannady
Created on Mar 21, 2022

Allow users with view access to a report to Save As

Users with view access to reports can not make changes to filters and then save as. So for example if they only want to see initiatives assigned to them they have to set the filter each time or recreate the report from scratch.

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    Chrissi McNamara
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    Mar 23, 2022

    Hi! Viewers can create new reports or save their own copy of an existing report by clicking on Views > Save as.

    Please reach out to our Customer Success team at support@aha.io if you run into any issues while trying this. Thank you!