Share Resource Management reports

Share reports to keep your team informed about who's working on what and when.  

Who can use this?

Plans:

  • Resource Management

Only those with a valid Resource Management login and the appropriate permission level can view shared reports.

  1. Open the report you want to share.
  2. In the upper-right corner of the report, select Share. 
  3. Select Copy, then paste the URL into a message to your team members. Your team can use this link to navigate to the report.

To delete a report, hover over the report name, select the three-dot menu, and then select Delete report.

Advanced reports

If your organization has a Business or Enterprise Smartsheet plan and uses Smartsheet authentication, then you can further analyze and share the data from your reports in Smartsheet by creating advanced reports. You must also be a Member (licensed Smartsheet user in the legacy model).

You can share the associated Smartsheet sheets, reports, dashboards, or workspaces with the necessary collaborators, including users on your Smartsheet plan who don't have a Resource Management license.