Feature Spotlight: Securely Share Insights with External Guests
This time, as a Feature Spotlight, we'd like to introduce Codatum's Report feature!
Codatum offers various sharing methods, but among them, the Report feature is a very powerful and unique function that allows you to share only the necessary insights internally and externally while maintaining data security.
What is the Codatum Report?
Codatum's Report converts a notebook into a report that can be accessed by guests (users who only have permission to view the shared report). The report can be shared by sharing a URL or embedding it on a website. The Report allows you to select which pages to share and display different values for each user.
Specifically, you can do the following:
Share notebook output with guests without giving them access to connection information or the ability to edit queries .
Select and share only specific pages.
Choose whether to allow re-execution.
Choose whether to display fixed SQL results or allow viewers to edit parameters.
Furthermore, while the Notebook itself can be collaboratively edited in real-time by editors with permissions, it can be difficult to edit while sharing. By using Reports, the content within the Notebook is "fixed" at the time of publishing, allowing you to share a completed version at a certain point in time and have it viewed while you continue editing the Notebook itself with peace of mind.
Benefits of the Report
Secure collaboration with external guests:
Share only the necessary information with external partners and clients without granting access to connection information. For example, when reporting analysis results to a client, you can use the Report to create and share a report of the notebook page summarizing the analysis results. This allows clients to access and easily understand the analysis results without having a Codatum account.
Smooth sharing within the company:
Sharing reports that summarize only the necessary information facilitates smooth communication with stakeholders. For example, when the marketing team reports the latest campaign results to management, they can use the Report to create and share a report of the notebook page containing key metrics and graphs. This allows management to easily access and understand the campaign results without having a Codatum account.
Improved security:
Restricting access to connection information reduces security risks. Even when sharing notebooks containing highly confidential data, the Report allows you to share only the necessary information while restricting access to connection information.
For more details, please refer to the Docs.
How to Use the Report
For instructions on how to use the Report, please refer to the following Docs:
Summary
Codatum's Report feature is a powerful tool for sharing notebook content safely and easily. By allowing you to share only the necessary information while restricting access to connection information, it promotes information sharing within and outside the company while reducing security risks.
The Report can help promote understanding through data visualization, speed up decision-making, and accelerate business growth. We encourage you to utilize this new feature and hope it contributes to your business.
We welcome your feedback.