Collaboration

Collaboration

Intellicus allows users to collaborate on reports before they are published. This includes sharing, reviewing, and validating reports through a structured approval process.

The following sections describe how to configure the approval workflow and enable collaborative review.

Approval Process Overview

The approval process in Intellicus enables reports to undergo validation by designated users before publication or distribution. This ensures that report content is reviewed and approved according to organizational standards and compliance requirements.

Key capabilities include:

  • Assigning approvers at report or job level

  • Reviewing report output before it is shared or published

  • Approving or rejecting reports with comments

  • Scheduling reports for post-approval execution

Report Collaboration

Report collaboration allows users to work together during report creation and validation. Collaborators can:

  • View and comment on report design and data

  • Share reports with specific users or roles for review

  • Access versioned report outputs during the approval cycle

  • Track approval status in the workflow

By combining collaboration with the approval process, Intellicus ensures quality and accuracy in reporting before final output is delivered.

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