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Workflow Step Type - Send link to Report

In workflow step types, there is an option to send an employee a link to a report via a workflow, called Send link to Report.

This step type will send an email out to the specified recipient and from this email, the employee can click on the link provided and view the report.

Please Note - For the recipient to be able to view the report, they must already have permission to view the report.  

In the example below, we have set up a workflow step to send out an employee report to one of the managers:

We can verify that this manager already has the necessary permission to view this report as we have given his user group the necessary permissions to this reports data source by going to:

Administration > Company > Report Builder Permissions

This report was shared with them via report builder:

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