Hi Kara,
We recommend leveraging our Access Portals feature to share this report with any non-Cvent users. You can create the desired report and filter to the designated registration type to lock down the content available. Once saved, you can publish it to a private portal. You can then invite your volunteer to create a login to the portal. The volunteer can then login whenever needed and run the report in real time.
Please review the following articles that outline the steps of leveraging an Access Portal:
Creating an Access Portal or Public Website
Publishing a report to an access portal
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Madeline Stalnaker [Designation]
Customer Success Manager
Cvent
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Original Message:
Sent: 01-31-2025 10:02
From: Kara Strittmatter
Subject: How do we restrict a user to see a saved report
We would like to give a weekly report to one of our volunteers on a specific reg type. Cannot figure out how to share this simply. We only want them to see the report. Nothing else.
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Kara Strittmatter
Director of Education and Support Services
United Mitochondrial Disease FoundationUnited States
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