Sharing Reports with Supervisors
Updated
To navigate to Reports
Click Reports on the left pane of the Supervisor Console to view and analyze different reporting dashboards.
To share Reports with Supervisors
You can decide which reports should be visible to Supervisors.
1. Choose Switch to Classic Mode by clicking the User Profile icon at the bottom left.
2. Under the Sprinklr Service tab, click Care Reporting within Analyze.
3. Choose the desired Reporting Dashboard that you want to share or create a new dashboard. Click the Options icon in the top right corner of the existing dashboard and select Edit.
4. On the Edit Dashboard window, tags can be added for the relevant personas with whom the reports need to be shared, for example, SPR#PERSONA#SUPERVISOR_CONSOLE_REPORTING.
5. Click the Options icon again and select share.
6. Select the desired Workspaces, Users/User Groups and Personas as Supervisor Care Voice, Supervisor Care Social, etc.
7. Open the Persona App for that user and click Reports.
8. Click the dropdown icon next to the opened reporting dashboard name and select the dashboard that you have shared with the persona user.
