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Let Super Users view and manage other users' Email reports and Custom alerts #15164

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mattab opened this issue Nov 15, 2019 · 16 comments
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c: Consistent Reports & Analytics UX For bugs and features that make Analytics reporting UI behave more consistently. c: Email Reports For bugs and features related to their analytics reports received by email. c: Segments Segmentation and Segment editor related improvements and fixes. c: Teamwork Delightful teamwork with Matomo flexible & intuitive tools. c: Usability For issues that let users achieve a defined goal more effectively or efficiently. Enhancement For new feature suggestions that enhance Matomo's capabilities or add a new report, new API etc.
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@mattab
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mattab commented Nov 15, 2019

Sometimes it'd be valuable to be able to view and/or edit an email report, or a custom alert, created by another user, for example when they're on holiday or left the company. Or to quickly remove an email recipient that shouldn't be getting the report anymore.

Proposed:

  • Let Super Users view other users' email reports as well as their own (by default we'd still only show their own reports, but they could in one click view other user's email report)
  • Similar for Custom Alerts

Refs #7076

@mattab mattab added Enhancement For new feature suggestions that enhance Matomo's capabilities or add a new report, new API etc. c: Usability For issues that let users achieve a defined goal more effectively or efficiently. Major Indicates the severity or impact or benefit of an issue is much higher than normal but not critical. and removed Major Indicates the severity or impact or benefit of an issue is much higher than normal but not critical. labels Nov 15, 2019
@mattab mattab added this to the Priority Backlog (Help wanted) milestone Jan 21, 2020
@tsteur
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tsteur commented Apr 12, 2021

also requested in #17450

@aspflopper
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As manager of an rather lage installation with multiple sites - this is highly needed feature.... any news on the progress of this issue? @mattab

@mattab
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mattab commented Sep 7, 2021

no news @aspflopper - this is likely not going to be done soon, unless someone from the community opens a pull request for this improvement

@MatomoForumNotifications

This issue has been mentioned on Matomo forums. There might be relevant details there:

https://forum.matomo.org/t/superadmin-can-not-manage-all-e-mail-reports/45104/2

@Starker3
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Starker3 commented Mar 8, 2023

We have another request for this feature from a Matomo user today.

@aspflopper
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Hi
This sadly came up again for us yesterday. An employee has left or agency and that person was the creator of several email reports. As part of company policy and access regulations, the user has been deleted from the Matomo installation. therefore the user is no longer in the database, - and all the reports are gone. In the short turn - we will inactivate useres for a short time, to prevent this from happening again, but with this feature or lives would have been easier - and my role as an admin less painful.

@mattab
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mattab commented Mar 10, 2023

@aspflopper thanks for your comment. After reading it i created another issue slightly different use case: #20452

@Starker3
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We have another request for this from a user. They have some Matomo users where their accounts are still active, but their actual emails no longer exist (I.e. they left the company but their account has been kept for reasons).

@emernual
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A customer is requesting for this feature. For example, an employee created 100 reports with all information available, they would like to have the possibility to delete some of these reports.

@goochj03
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goochj03 commented Jun 2, 2023

Another customer wanting this feature - "Unfortunately, our admin user cannot view the mail reports I've created, so I guess it isn't because of missing rights. Would be great if I could edit all the mail reports of my colleagues."

@MatomoForumNotifications

This issue has been mentioned on Matomo forums. There might be relevant details there:

https://forum.matomo.org/t/comment-visualiser-lensemble-des-rapports-envoyes-par-e-mail-sur-matomo/53025/2

@atom-box
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We have another request for this from a user:

EMAIL REPORTS No global reports management (I am not aware of reports created by other users, even as super user, I cannot transfer, share, update or delete reports from other users)

@Stan-vw
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Stan-vw commented Sep 18, 2023

The idea to add some logic that superusers could access custom reports and alerts by normal users sounds pretty straightforward. However, we’d likely not want it to “always show” since that would clutter the interface of the superusers, so perhaps it should be a toggle (or similar) somewhere.

I had a quick look and see the following places this would potentially be applied to:
Screen Shot 2023-09-18 at 3 43 08 PM

Screen Shot 2023-09-18 at 3 39 07 PM
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Screen Shot 2023-09-18 at 3 39 37 PM

Are there any other places where one would expect to have such a toggle (or similar) feature?

@tassoman
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As administrator, I would expect to see an administration page (CoreAdminHome) called Manage Reports, who lists all reports from users, listing also the user who created it.

As user, when I delete my account (or gets deleted), I expect also my reports and segments are deleted.

When administrator finds orphaned reports, they have two choices, adopt or delete. Or maybe only one, edit, so they can change the author/recipient.

@heurteph-ei
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Maybe this can also be available at site (measurable) administrator, not only to super user...
I disagree:

As user, when I delete my account (or gets deleted), I expect also my reports and segments are deleted.

If I am disabled or deleted, the site owner (administrator) should always access such reports. Maybe a new right type could be created, at site level: reports manager...?

@tassoman
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The meaning is to avoid having "orphaned" reports, who belongs, for example, to not existent recipients.
So, also the idea you suggested before:
as website administrator I want to manage everyone's reports for this website it's ok.

I was saying for a clean-up, because in our situation, the number of orphaned report is constantly growing.

@mattab mattab added the c: Consistent Reports & Analytics UX For bugs and features that make Analytics reporting UI behave more consistently. label Dec 10, 2023
@mattab mattab modified the milestones: 5.5.0, 5.x.0 - Priority issues Dec 12, 2023
@mattab mattab added the c: Teamwork Delightful teamwork with Matomo flexible & intuitive tools. label Dec 12, 2023
@mattab mattab added c: Segments Segmentation and Segment editor related improvements and fixes. c: Email Reports For bugs and features related to their analytics reports received by email. labels Dec 14, 2023
@mattab mattab modified the milestones: 5.x.0 - Priority issues, 5.4.0 Dec 14, 2023
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Labels
c: Consistent Reports & Analytics UX For bugs and features that make Analytics reporting UI behave more consistently. c: Email Reports For bugs and features related to their analytics reports received by email. c: Segments Segmentation and Segment editor related improvements and fixes. c: Teamwork Delightful teamwork with Matomo flexible & intuitive tools. c: Usability For issues that let users achieve a defined goal more effectively or efficiently. Enhancement For new feature suggestions that enhance Matomo's capabilities or add a new report, new API etc.
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