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Guide for bulk importing Report Sharing Permissions


Overview

Culture Amp are able to help with the uploading of Report Sharing permissions if you have a large amount of viewers and Reports owners. This reduces the manual work that is required in the platform.

Table of contents

Preparation of your file

Once you have created the reports in the survey that you'd like the viewers to be added to, you will need to reach out to Culture Amp Product Support so that we can provide you with a template that is specific to the current report sharing state of your survey.

Your Template will look similar to the below if you don't currently have any report sharing permissions loaded:  

sandboxboni_ReportSharingPermissions_2022-02-25T02-08-58.png

Or it will look like the below if you have already added report sharing permissions to some reports but you would like to bulk upload more:

report_sharing_permissions_template_partially_populated.jpg

 

Adding report viewing permissions

Within the spreadsheet, you will need to add the email addresses of your users in Column A*. If you have more than one viewer you will need to create new line items for each viewer like the example below:

sandboxboni_ReportSharingPermissions_2022-02-25T02-10-36.png

 

*We don't recommend assigning report viewers to "Unreportable" reports (see column D "report_status" in your file). "Unreportable" means the reporting group will never meet the reporting group minimum you set for your survey (because the number of participants assigned to that group is less than the reporting group minimum, so regardless of how many submit a response, it will never become a reportable group). 

We also recommend caution with report status "Not yet reportable" (draft & live surveys) and "Insufficient Responses" (closed surveys).
"Not yet reportable" may show in the file for a draft or live survey and indicates that the number of people who have submitted a response to the survey so far is less than the reporting group minimum. This may or may not become a reportable group depending on whether the reporting group minimum is met prior to survey closure. 

"Insufficient Responses" may show in the file for a closed survey and indicates that the number of people who have submitted a response is less than the reporting group minimum and is therefore not a reportable group. 

 

 

Adding Report Owners

Once you have added your Report Viewers to your template, you will now need to provide mandatory information about whether each viewer is only a Report Viewer or if they are a Report Owner. You can find more information about the difference between these two permissions by viewing our Create and share reports Support Article.

You will need to ensure that you place the "yes" value in Column E for permissions where the user is a Report Owner and place a "no" value for permissions where the user is not a Report Owner and simply just a viewer.

Please note that you can only have one Report Owner per report.

 

Uploading your file

Customers do not have the ability to upload their own file once this has been filled out. You will need to reach out to Culture Amp Product Support with the file so that we can upload this for you.

Once the file has been uploaded, if there are any errors we will provide you with an Error Report which will detail the permissions that failed to upload and why these occurred. 

Any uploads that we complete are additive. This means that when you send through additional spreadsheets, your old permissions do not need to be included, you can simply send us a spreadsheet with the extra permissions you need to upload.

This also means that if you send through a complete spreadsheet, if permissions have been removed, this will not remove the permissions during the upload. We cannot bulk remove permissions. You will need to manually remove these permissions via the platform features.



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