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Reports Sharing in SeekTable
Let's assume that you successfully configured your data sources and saved some useful reports. What is next?
Real impact of business intelligence reveals when you share your insights with others, when your reports may affect their business decisions.
With SeekTable you may share reports in the following ways:
- any report can be exported to PDF/Excel/CSV file that you can send to your audience.
||old-school, time-proven way to share reports.
||file is a data snapshot and quickly looses actuality. Users need to have a file viewer. No interactivity: viewers cannot modify the report.
You cannot control who has access to the file.
- Publish to web
- saved report can be published to web and accessed with a public link.
||viewers always get actual data: no need to re-send new exported file or refresh reports manually.
Report can be viewed from any device with a web browser. Viewer can sort/filter/export report data (if your account has
advanced publishing/embedding features).
||Anyone who knows the link can access the report.
Users cannot customize your report and save their own version for future use.
On cloud SeekTable content is cached for 15 minutes (free accounts) or 5 minutes (accounts with advanced publishing subscription).
- Team sharing
report can be shared with other SeekTable users. More than this, you can even share your cubes and enable controlled self-service
reporting in your team. This feature requires paid subscription; you can test it with free 14-day trial.
||Secure way to share your data: only users who have access to the report can view it.
Maximum interactivity: viewers can use all report designer options (you can control that). For cubes: viewers can create
their own reports (you can control what dimensions/measures are accessible).
||Viewers need to have (free) SeekTable accounts to access reports shared in this way.
How to share a report to team
- In the top-menu choose "Team" → "Team Members" and invite users into your team:
NOTE: in the self-hosted SeekTable invites are not used and confirmation is not needed to add users into the team.
- In the report menu choose "Share" → "Share to team...":
How to share a cube (data source) to team
- Ensure that you have at least one user in your team.
- In the cube menu choose "Share to team":
NOTE: if "Infer dimensions and measures" is enabled in the cube configuration all cube members are always shared.
To choose what dimensions/measures to share it is enough to re-save your cube configuration and keep "Infer Schema" unchecked.
How to restrict record access
In some cases you might want to apply special filter to restrict report only to selected database records. This is possible in the following way:
- go to "Edit cube configuration" form
- scroll to "Parameters" and check Enable "seektable_user_email" parameter option
- now you can use special parameter with Name=
seektable_user_email to filter records as you need in the database query. It always holds current SeekTable's user email.