SUMMARY
Use this guide to convert a private report into a company report in Factbird. Company reports allow teams to manage shared report templates with location-based permissions and standardized reporting views.
WHEN TO USE THIS
- Use this guide if:
- You want to share a report with other users
- You need a reusable report template for multiple locations or lines
- You want to control who can manage a shared report
PREREQUISITES
- Before starting:
- You must have an existing private report
- You must have permission to create company reports
- You must have access to the location assigned to the report
STEPS
- Open the Reports tab.
- Locate and select one of your Private Reports.
- Choose the option to create a Company Report.
- Select the location responsible for maintaining the report.
- Click Create.
- Preview the report template by:
- Selecting a time frame
- Choosing one or more locations
- Clicking Apply
- Review the report preview using the selected time and location settings.
- Optional: Edit the report template by:
- Adding widgets
- Updating widget configurations
- Renaming the report
- Optional: Update report permissions to control who can:
- Edit the report
- Delete the report
- Manage the report
- Click Save to apply your changes.
EXPECTED RESULT
- After completing these steps:
- A company report is created from your private report
- The report is associated with the selected location
- Authorized users can manage the report from the Reports builder
- The report template is ready for distribution
TROUBLESHOOTING
Issue: Unable to create the company report
- Try: Verify you selected a valid private report
- Try: Confirm you have permission for the selected location
Issue: Other users cannot edit the report
- Try: Review the assigned location permissions
- Try: Verify the users have access to the report location
Issue: Changes to the template are not saved
- Try: Click Save after making changes
- Try: Refresh the page and reopen the report
Issue: The preview does not show expected data
- Try: Verify the selected locations contain production data
- Try: Adjust the selected time frame
STILL NEED HELP?
- Contact Support and include:
- The report name
- The assigned location
- Screenshots of the report settings
- Any error messages displayed