Ability for more than one person to view a report in Explore
We would like to have the reports in Explore accessible to more than 1 person at a time.
At the moment, when someone is inside a report and another person tries to open the same report he/she sees below message:
If you can add the option to just view (without editing) the same report - it would also be fine for us.
Please, consider this possibility as it will be very useful when teammates are discussing a report and need to be viewing it at the same time.
Thanks for the feedback. There are no definite plans for this yet, but hopefully, this thread will get more engagement from other users with similar use cases. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
For now, as a workaround, you may add the report/s to a dashboard shared to all agents. A dashboard can be viewed simultaneously by multiple users.
In this remote work world, when someone needs help with a report we constantly hit this game of 'juggle the report'. Even once the other person is out, it can still take up to a minute for the lock to be released.
A good first step could be to just let anyone past the first user view the report in a read only mode so we can at least have a productive conversation about a report.
Please sign in to leave a comment.