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Access to reports by users with restricted vision

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Eduardo Kano
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gabrielamattos
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    Felipe Scholz
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    Maria do Rosário
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gabrielamattos
Hello Community!  I would like to suggest that users with a restricted view on a pipe also have access to report creation / viewing.  Currently users with restricted view cannot create / view reports and this generates rework for member / admin users as they need to generate the reports and send them by email, for example, to users with restricted view.  Gabriela Mattos
Gabriela Mattos

3 replies

Raphael Costa
Pipefy Staff
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@gabrielamattos Thank you for your feedback. Could you help me understand the process you manage in Pipefy? Also, some example of processes where this would be required it would be awesome! Looking forward to your feedback :) 

Raphael Costa | AI Team Leader @ Pipefy
Ezequiel Souza
marcosmelo
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  • Ezequiel Souza
    Ezequiel Souza
  • marcosmelo
    marcosmelo
guilherme_plazza
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Hello Community!

Searching for this subject I found this thread and I’d like to contribute. We also use “restricted view” in a seles process with several agents (executives), so that each one sees only the cards that are assigned to them.

We are looking for a way for these executives to extract reports to, for example, quickly knowing which cards are about to expire (and other analyzes).

Thanks!

Ezequiel Souza
marcosmelo
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  • Ezequiel Souza
    Ezequiel Souza
  • marcosmelo
    marcosmelo
fanna-favalessa

Hello!

Any news regarding restricted view and reports?
Ezequiel Souza
marcosmelo
2 people like this
  • Ezequiel Souza
    Ezequiel Souza
  • marcosmelo
    marcosmelo

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