After purchasing several viewer licenses, we are finding them to be far more limiting than anticipated. I thought I would list the 2 elements I consider a viewer should be able to do.
My understanding is a viewer can use the data they see, they cannot edit or make their own reports, only deal with the data they are provided. As to be expected the license is restrictive, but with the current viewer settings as they stand I don’t see much difference with the share a dashboard with anyone feature and the question has been legitimately asked why are we paying for viewer licenses when there is negligible difference to the share option.
- Count Sum Average Option.
In the profile there is an option regarding the end user being able to click on the cells and see the Count, Sum & Average. This option is disabled on Viewer, I consider this still a means of “viewing” data. For example the Sales Reps need to see the data of specific products and not having the ability to quickly sum things on screen is a problem. Here is a full users ability
Why can I do this on Share a dashboard (which is free) but NOT on viewer?
If the viewer can print, they should be able to export. This is critical. For example, we have a sales rep dashboard, which they would filter to a customer. This information should be able to be exported for customer presentations (if no internet is available). Also coupled with the product suggestion Export option on dashboard widget
These are the limitations as I see it with the viewer license. I discussed these elements with a Phocas representative a couple of weeks ago and I would welcome Phocas to confirm if the restrictions can be adjusted (even a little) to provide a fairer distinction of the viewer license compared to the full license.
Low Level = Share a dashboard with anyone (url)
Medium Level = User gets what they see, but can do printing/Export options and view/export/ (possibly) subscribe to favourites (viewer license)
High Level = Ad-hoc reporting, favourites, dashboards (Full license)
Thanks for taking the time to read. I would welcome your thoughts.