Manage report viewers in a published report

Report viewers can be added or removed from a published report using one of the following methods:

• update the datasource when a report uses the Automatically update static report viewer groups feature
• modify the viewers list at the report level regardless of the automatic update feature being used

Automatically update static report viewer groups

Enable the following option in the report, if not already selected:

1. Go to Reports and select your report
2. Navigate to VIEWERS - STATIC VIEWERS
3. Select Automatically update static report viewer groups
4. Save Report

Enabling this feature will automatically update any static report viewers that were added or removed manually from a datasource.

Manually update report viewers

Report viewers can be updated manually, if for example the report has expired, the update static viewers has not been enabled, or if you cannot update the data in the datasource.

Requirements

Gather the following information about the report viewers being added:

• Viewer ID
• Given name
• Family name

Steps

1. Go to Reports and select your report
2. Navigate to Viewers - Static Viewers Export/Import
3. Select Export and download the CSV file
4. Open the CSV file
5. Edit the CSV file
6. Copy a row that contains the report that the report viewer should have access to
7. Paste the copied details to the end of the file
8. Increment the row number appropriately
9. Edit the ViewerID (mandatory), FirstName and LastName (optional) and replace it with the new report viewer details.
10. Save the file and return to Viewers - Static Viewers Export/Import
11. Select Browse..., select the updated CSV file and select Upload
12. Select Validate. Verify the error log to fix any errors, then select Finalize

Replacing a viewer for organizational structure reasons

If reports are distributed based on a report viewers role in the organization (i.e. hierarchical-based reports), we recommend utilizing the organizational structure to provide report viewers access to reports. This is called Dynamic Role Access. For more information on Dynamic Role Access, consult the following topic: Dynamic Role Access (DRA) power guide.