Introducing Enhanced Sharing Capabilities in Qtrac Insights Introducing Enhanced Sharing Capabilities in Qtrac Insights

Introducing Enhanced Sharing Capabilities in Qtrac Insights

Alek Alek

In the ever-evolving landscape of data analytics and reporting, efficiency and collaboration are paramount. With this in mind, we are thrilled to introduce enhanced sharing capabilities to our Qtrac Insights feature. Designed to streamline collaboration within your organization, these new options empower users to seamlessly share valuable reports with colleagues, facilitating informed decision-making and fostering a culture of collaboration.


Understanding the Sharing Permissions

Our enhanced sharing feature offers three distinct levels of permissions, tailored to suit the diverse needs of your organization:

Owner Permissions: As the primary curator of the report, the owner possesses comprehensive control over its management. Owners can delete, schedule, share, duplicate, edit, export, and create data source links with ease, ensuring maximum flexibility and customization.

Contributor Permissions: Contributors play a pivotal role in expanding the reach of the report. They have the authority to share the report with other agents, assigning them as either contributors or viewers. Additionally, contributors can edit, export, and create data source links, empowering them to enrich the report's content and accessibility.

Viewer Permissions: Viewers are granted access to explore the insights presented within the report. While they cannot make structural changes, viewers have the ability to edit and save a report under a different name if modifications are necessary. Furthermore, they can export and create data source links, enabling them to leverage valuable insights for their specific needs.

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Flexible Application of Permissions

These permissions can be applied with precision, either to specific users or entire user roles, providing granular control over access and functionality. Whether you're delegating responsibilities within a department or fostering cross-functional collaboration across teams, our flexible sharing options ensure that each user receives the appropriate level of access to drive productivity and innovation.


Seamless Communication through Customized Email Notifications

In addition to enhanced sharing capabilities, our feature offers seamless communication through customized email notifications. When sharing a report, users can craft personalized email messages with custom subjects and content, facilitating clear and context-rich communication. By default, the email includes the data source link, empowering recipients to delve deeper into the insights presented. However, users have the flexibility to customize the email content to suit their specific requirements, ensuring clarity and relevance in every communication.


Empowering Collaboration and Driving Insights

At its core, the enhanced sharing capabilities in Qtrac Insights are designed to empower collaboration, foster transparency, and drive actionable insights across your organization. By democratizing access to valuable reports and facilitating seamless communication, we enable teams to harness the power of data-driven decision-making and unlock new opportunities for growth and innovation.

As we continue to evolve and innovate, we remain committed to providing our users with intuitive tools and features that empower them to thrive in today's dynamic business landscape. With enhanced sharing capabilities, Qtrac Insights sets the stage for a new era of collaboration and discovery, where every insight has the power to transform ideas into action and drive success.

Experience the power of enhanced sharing capabilities in Qtrac Insights today and unlock the full potential of your data-driven initiatives.

If you want to learn more of how to utilize this feature please check out the following links:

How to share Insights report

How to assign another user as Owner to an existing Insights Report

How to send Email notification when Insights report is shared

How to un-share Insights report


If you still have any questions, please feel free to get in touch with our Qtrac Help Desk.



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