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Answered

Custom Reports Sharing

  • July 17, 2025
  • 6 replies
  • 196 views

SabbuSchreiber
Helping Hand
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Hi all,

Question about the reports & analytics section. I’ve created a few custom reports as an admin and thought that the other admins would have access to them as well. Turns out, that they actually don’t and I have to share the reports individually with them. But even then, they only get viewing rights and can’t edit the reports.

Is there any way admins can have direct access to all reports created? Or if not, I could share them with edit rights?

Best answer by Michael H.

Hey you all :)

@SabbuSchreiber ​@HRJoy at the moment, sharing reports is possible for “view”-mode, that’s right. However, we are planning on expanding the sharing options, esp. also for the new report builders, that will include edit rights after sharing. We plan on having this live in Q3, but still need to invest some development efforts into this functionality.

Overall, the goal is to move all functionalities that the current classic report builders offer + more, into the new report builder. Sharing options for reports with edit rights will be on the menu as well. :)

 

Best

Michael

6 replies

Moe
Former Personio Employee
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  • Former Community Admin
  • July 17, 2025

Just tagging ​@Laure.vanpelt and ​@LidiaR for some potential help with this! 😄


HRJoy
Helping Hand
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  • Helping Hand
  • July 18, 2025

This is a great question, and definitely would make sense to have the ability to create shared ‘Admin’ reports. Following with interest as I don’t think it’s currently possible either….

I’ll be honest, I don't feel like the Reports section is fully functional at the moment, it feels like it’s stuck somewhere between the ‘old’ system and the updated one, with weird functionality across both Legacy and new reports.


Moe
Former Personio Employee
Forum|alt.badge.img+11
  • Former Community Admin
  • July 18, 2025

This is a great question, and definitely would make sense to have the ability to create shared ‘Admin’ reports. Following with interest as I don’t think it’s currently possible either….

I’ll be honest, I don't feel like the Reports section is fully functional at the moment, it feels like it’s stuck somewhere between the ‘old’ system and the updated one, with weird functionality across both Legacy and new reports.

Very important feedback. Sharing this with my colleagues - thank you! 


HRJoy
Helping Hand
Forum|alt.badge.img+13
  • Helping Hand
  • July 18, 2025

This is a great question, and definitely would make sense to have the ability to create shared ‘Admin’ reports. Following with interest as I don’t think it’s currently possible either….

I’ll be honest, I don't feel like the Reports section is fully functional at the moment, it feels like it’s stuck somewhere between the ‘old’ system and the updated one, with weird functionality across both Legacy and new reports.

Very important feedback. Sharing this with my colleagues - thank you! 

Thanks Moe!


SabbuSchreiber
Helping Hand
Forum|alt.badge.img+14
  • Author
  • Helping Hand
  • July 23, 2025

Actually yes, I agree with you ​@HRJoy! I couldn’t pinpoint what was bothering me but it makes sense what you say. Thanks for sharing this 😊


Forum|alt.badge.img+2
  • Community Moderator
  • Answer
  • July 30, 2025

Hey you all :)

@SabbuSchreiber ​@HRJoy at the moment, sharing reports is possible for “view”-mode, that’s right. However, we are planning on expanding the sharing options, esp. also for the new report builders, that will include edit rights after sharing. We plan on having this live in Q3, but still need to invest some development efforts into this functionality.

Overall, the goal is to move all functionalities that the current classic report builders offer + more, into the new report builder. Sharing options for reports with edit rights will be on the menu as well. :)

 

Best

Michael