How to Publish a Workbench Report

Owned by Mary Lukowski
Last updated: Feb 22, 2016
1 min read

Overview

Workbench reports that are published can be viewed from the Project Dashboard tab of the Home page or from the Reports main menu item.  Access to the Workspace is not required to view reports that are published.

 

Required Role(s)

  • Workspace User 

 

Information

  • If the report is marked as Public then all users with access to the project can see the report, but they will only see data for sites to which they have access.
  • If the report is not Public then only users with access to the workspace will have the report on their Project Dashboard tab.
  • If you add users into the workspace, they will have access to the entire workspace.

Steps

  1. Click on Workbench in the main menu
  2. Click on the workspace name
  3. Select Reports in the left panel
  4. A list of all reports in the Workspace will display
  5. The Public column will identify if users without access to the Workspace can see that report on their Project Dashboard tab
  6. Click on a report name to make changes to the report or its attributes
  7. If the report is published it will be read-only, click Un-Publish in the gray toolbar
  8. Check the box for Public if all project users should have access to the report on their Project Dashboard tab
  9. Select a Project from the project dropdown
  10. Click Save
  11. Click Publish
  12. Click Back in the gray toolbar to continue working in the workspace, or click a main menu item to go to a different page