Collaborating on a report
Discover how to collaborate effectively on reports by adding and managing comments, and sharing reports seamlessly with your stakeholders.
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Discover how to collaborate effectively on reports by adding and managing comments, and sharing reports seamlessly with your stakeholders.
Last updated
Was this helpful?
Drivetrain has many built-in collaboration capabilities, enabling you to efficiently work together and improve speed to decision.
You can collaborate with your stakeholders by:
(conversations)
Select the report.
Hover over the desired chart/table and click on the comment icon in the upper right of the chart/table.
In the pop-up, as you start typing in your comment, a couple of icons will be displayed to set your comment as private (lock icon) or public (globe icon). Note that comments are public by default.
To start a comment thread with your stakeholders, tag them by typing @ followed by the names or selecting the users or roles from the dropdown list.
Click on the up arrow ↑ to post the comment.
Select the report.
Click on the comment icon on the top-right.
You can view all active comment threads (conversations) on the side pane.
To view resolved comment threads, click on Active conversations and select Resolved conversations from the dropdown.
Click on See all comments to view the comment thread in context.
Access the comment via either the comment icon on the top-right of a report (opens the conversations pane), or by clicking on the comment icon on the specific chart or table.
Click on the check mark ✔ to resolve the comment.
To view all resolved comments, open the conversations pane and switch to Resolved Conversations.
Sharing a report is a great way to collaborate and engage with your stakeholders.
By default, any new report you create can only be accessed and viewed by you.
To share a report with your colleagues or external stakeholders:
Go to the desired report.
Click on the Share button on the top right.
Either start typing the name of a Drivetrain user or a pre-defined role, or just click on the dropdown to see complete list.
Select the users and roles you want to add from the dropdown list.
Select the level of access to grant to each user or role:
Read access: Allows the user only to view and interact with the report. The user cannot edit it.
Full access: Allows the user to view and edit the report.
You can also choose to Remove access from a user or role using the same dropdown.
To set up Slack alerts, find the details in our section.
