Collaborating by using comments

Comments, also referred to as annotations, allow you to collaborate on the content of a report on a workspace. You can add simple comments to a report so that other users viewing the same report will have additional context or information about the report. Those users can respond with further comments about the report.

This type of collaboration is useful, for example, to add a reminder to investigate low sales figures for a particular product, or to explain an anomaly in the data that could be a cause for concern.

To have a more detailed discussion about the workspace, involving other team members, to set up activities related to the discussion, and to track the history of that discussion in a single place, you can use the collaborative decision-making facility provided through activities.

You can add comments to live reports, and saved report output versions. When you print a live report to PDF, or export it to PDF or Microsoft Excel spreadsheet software, comments are included.

You can add, view, and edit comments on the following areas of the workspace:

  • Reports or report parts
  • Individual cells or data items in reports and report parts

Cell-based comments are available in lists and crosstabs only.

To add or edit comments, you must have execute access for live reports and read and traverse access for saved output versions. Comments are visible to other workspace users.