Share Reports

You can share reports after you run and download them. You can also share report templates after you save them. You can share reports and report templates with users in your company who have a Skillsoft Platform user account.

When you share a scheduled or downloaded report:

  • When you schedule a report and share it, and you set the Data Access Option to global, the recipient of the report sees all data in the report even if they are only assigned to a specific audience.
  • When you schedule a report and share it, and you set the Data Access Option to restricted, the recipient of the report only sees data in the report from learners who are in audiences that they own. If no data is available for learners within a recipient's audience, they receive an empty report with an explanatory message instead of an error. If the recipient of the shared report is a learner or another role who is not an owner of an audience, they will not see any user data records in the report.
  • The user with whom you share it with can have any Skillsoft Platform role. If a shared user only has a role of learner, they can only download the report itself, they do not see any other admin feature or function.
  • Downloaded reports are only available for 14 days. As a result, you can only share a report during that 14-day duration. On the fifteenth day, the report is removed from the download list and shared users lose access to it.
  • After you download a report, you can share it. When you share a downloaded report, you do not have the ability to restrict what records recipients see.

When you share a report template:

  • The shared template displays in the Report list for the shared users.
  • The user must have an admin level account with reporting access to see the report template in their report list.
  • If the user is a scoped admin, meaning they are an audience owner, they only see data in the template report associated with their audience unless you select the global viewing option.
  • The shared users can create a schedule for the report template, but can't share the template with others.
  • The shared users can create a copy of the report template.
  • The shared users cannot edit the original report template. They can only create a copy of the template and edit the copied version.
  • If the originator updates the shared template, users see those changes in their shared view.

Share a report that you downloaded:

To share a report that you downloaded with other Skillsoft Platform users:

  1. From the left navigation bar, select Analytics and Reports Download.
  2. Locate the report you want to share in the list, and from the Actions column, select Manage single report sharing.
  3. Enter the users or audiences, then select Share report. If you previously shared the report, you see those users and audiences listed. You can add more users and audiences to the current list if you want, or you can remove the existing users and audiences and add new ones.
  4. If you want to send a direct email to selected users, enter an optional personal message and select Send email. If the checkbox: Send an email only to added usersis selected, only the users and audiences you just added receive the email. If the checkbox is unselected, all users and audiences listed receive the email. Alternatively, you can select Copy Link to get a link that you can paste.

Stop sharing a report that you downloaded:

To stop sharing a report that you downloaded with the users and audiences listed:

  1. From the left navigation bar, select Analytics and Reports Download.
  2. Locate the report you want to share in the list, and from the Actions column, select Manage report sharing.
  3. Select Stop sharing. All users and audiences can no longer access the shared report.

View a shared report:

If you have a Skillsoft Platform role other than site admin, you see all user data contained in the report, not just user data from the audiences you were assigned. If you receive an email with a link to a shared report, you can view it by following the link:

  1. When you select the link or the Run report button from the email, log into your Skillsoft Percipio Platform account if not already.
  2. The report landing page automatically opens showing you details about the information in the report, its size, and when it expires.
  3. To see all data in the report, you must select Download report.
    If you have a Skillsoft Platform user role of manager or admin, you can also navigate to the Report Download page. From the Report Download page, you have access to all reports that you downloaded and that were shared with you.