You've mastered the art of Reporting in Elate - now what? It's time to level-up your reporting process by collaborating with other teammates! Adding other team members as editors to your reports can help streamline your reporting process, resulting in a more efficient reporting cadence.

Before collaborating with team members, you must first have an understanding of Private Team Data in Elate. If your organization do not have any Private Teams, feel free to skip this section.

Teams in Elate have two settings: Private and Public. Private Team data is any data connected to a Private Team in Elate, including the Private Team's Objectives, Outcomes, and Tactics. This data is typically highly sensitive and may include things like burn rate, runway, hiring plans, etc. Only members of a Private Team or with the Org Role of Admin can view the information tied to Private Teams.

Private Teams show a lock icon on your side navigation panel.

To adjust a team's privacy settings, use the three-dot menu and select Manage Teams.

From this modal, you can change a team from Public to Private, or vice versa.

It is Elate's topmost priority to keep your confidential information safe & secure.

As such, prior to assigning any Report Editor to a Report, Org Admins are required to select whether or not Private Team Data will be included on the report. Selecting "No" excludes all Private Team Data (outcomes, objectives, and tactics) from showing on any part of the Report at any time, while selecting "Yes" populates the Report as normal with no restrictions.

To help protect your company's confidential information, there are also privacy implications when assigning Report Editors:

Now that you've mastered the basics, it's time to actually assign editors to your Reports!

First, select +New Report and select "Create from Scratch".

If your Organization has Private Teams, you will then see the following modal, asking you to select whether or not you'd like to include Private Team Data on this report. If your Organization does not have Private Teams, you will not see this modal.

Next, you will be asked to assign a Report Editor. Please note that a report editor will have full edit access to your report, including all content, send schedules, archiving, and assigning and removing editors.

If you selected "Yes", include Private Team Data on the previous screen you will only be able to add Org Admins as a Report Editor to this Report. This is due to Elate wanting to protect Organizations from unintentionally exposing highly confidential information.

However, if you selected "No", do not include Private Team Data, you will be able to add any Org Member as a Report Editor to this report.

First, select +New Report and select "From Template". You will first be prompted to select a template.

Next, if your organization has Private Teams, you will be asked to select whether or not you would like that data included on the Report. If your organization does not have Private Teams, you will not see this option.

If you selected "Yes", show Private Team Data and selected a team-related template (such as the Team Progress or Team Success template) all teams will be able to be selected from the drop-down. If you selected "No", do not show Private Team Data, only public teams will be able to be selected from the drop-down. This ensures that no Private Team data will be exposed.

Please Note: Selecting non-team-related templates (such as the Theme Progress, Theme Success, Disruption Report Template, etc.) will still have Private Team Data implications. Opting to exclude Private Team data from the Disruption Report Template, for example, will always exclude Private Team Data, even if certain Objectives that meet the template criteria and would otherwise appear.

Once this templated report is generated, you will then be able to add an Editor to the Report from the Report Editor.

Once you have created the first version of a report, assigning editors is very easy!

You can see all the report editors in the upper left-hand corner of the report. To invite another editor, simply select the group of circles and use the drop-down to invite someone new.

Please Note: If you have opted to exclude Private Team Data from this report, all Org Members will be able to be selected from the drop-down. If you have opted to include Private Team Data on this report, only Org Admins will be able to be selected from this drop-down.

Your report editors will also be able to access the reports they can edit from the My Reports tab.

Reports that a user can edit will have a pencil icon next to the report title. Clicking this report will take the user to the report editor, where they have full edit access to the report.

Reports that contain a lock icon indicate reports that have Private Team Data.