Enalyzer Help Center

How do I share report versions using a CSV file?

Let's say you have an Employee Satisfaction report and you want to share the feedback from Sales to the manager, however, to keep things confidential, she shouldn't be able to see the feedback from the Marketing department. What do you do? You create different versions of your report and share those instead.

If you haven't created versions yet, you can do so in bulk or manually.

You can share report versions manually, but to save yourself time, especially if you have a lot of readers, you can share the versions in bulk by uploading a CSV file.

Step 1: Create the CSV file

Your CSV needs to include two headers:

  • version ID - refers to the unique version ID for the version you are sharing.
  • personal IDs - refers to the personal IDs of the organization members you're going to share the versions with.

Where are the version IDs?

If you bulk created the report versions and added version IDs to the CSV, you already have them! If you added them manually, you can find by:

  1. Go to your report and clicking on filters.
  2. Select the versions tab and click edit.
  3. You should be able to see the version ID for all your versions.
  4. Click on the version and you can copy the version ID and paste it in your CSV file.

Where are the personal IDs?

  1. Log into Enalyzer, click on the account icon (account.png) and select organizations.
  2. Click on your organization and select manage organization.
  3. Select the versions tab and click edit.
  4. You should be able to see the personal ID for all your organization members.
  5. Click on the organization member and you can copy the personal ID and paste it in your CSV file.

→ Download sample CSV with only mandatory header

Step 2: Share report versions

  1. Go to your report, click on the menu icon (burger.PNG) and select readers.
  2. Click on share versions.
  3. Import your CSV file.
  4. Map fields; personal ID to personal ID and version ID to version ID. Click next.
  5. Review the imported information and click share.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk