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Cross Workspace Reporting

Each FootPrints Workspace is contained in a separate sub-database.  Each Workspace has its own fields, users, and other options.  You may be a member of one Workspace or you could have membership in several Workspaces.  If you are a member of two or more Workspaces, and your Role allows it, it is possible to create a report that includes data from multiple Workspaces.

Create a Cross Workspace Report

1. Select Report | Cross Workspace from the FootPrints Toolbar.
2. Included Workspaces—Highlight the Workspaces to be included in the report.  Hold down the CTRL key to select multiple Workspaces. Click GO.
3. Refer to the section on Custom Reports (elsewhere in this document) for details on completing the remaining tabs.
4. When you are finished customizing the report, click GO .
5. The results of the report are displayed in a new browser window, specifying the Workspace for each Issue.

Note on Permissions

Reports can be restricted based on a user's Role.  Cross-Workspace reports may not be available if your role does not allow access.  Please consult your FootPrints administrator for more information.

NOTE

Cross-workspace reports do not work for a person who is an Agent in one Workspace and a customer in another.  If an Agent creates a Cross-workspace report, the results do not contain Issues from the Workspace in which the Agent is a customer.

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