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Share reports through Microsoft Teams channels

In Cyberday reports are summaries of data that can be distributed in read-only format outside of just admins and core team members utilizing teams inside MS Teams. In this way, for example, certain clear summaries or single items can be distributed to auditors or own top management.

Create a new (or use an existing) team in MS Teams

To share reports you can choose an existing or create a new team.

New team in Microsoft Teams is created like this:

  1. Navigate to the teams-tab from the navigation bar on the left
  2. Click “Join or create a team”
  3. Select “Create team”

After this you can select team members and other settings one by one or start with an existing team or from 365 group.

If needed invite new users to the Cyberday account

Where to find this view: Dashboard -> Organization name drop down -> Settings -> user management

To view reports, users must have at least contributor user status in Cyberday.

Check the boxes “Is this an external user?” and “Allow teams access with…” when you want to share reports to an auditor for example. External users are not counted into guideline stats and are not suggested as owners for other items in Cyberday.

In Teams your Cyberday account content can be seen only by users whose domain is on the allowed domains list.

Add Cyberday app into the new MS Teams team

When Cyberday app is added to the team it adds the report view.

Actual work in Cyberday is done using the normal “Open” or "Add" option, which will point to the user's personal scope in MS Teams. “Add to team” is dedicated for report sharing.

To add Cyberday to the Teams-team:

  1. Select the team you want and click “set up”
  2. If needed verify with your 365-user
  3. Select a framework or pick from a list of your reports
  4. select if you want to post in the channel about this or not by checking the check box before clicking "save"

Report sharing option: Choose framework

If you select the option to share the reports of a framework, all of the "starred" reports will be shared.

Report sharing option: Pick your reports

You can filter the list by frameworks or by status, such as "active", "inactive" or "template". Select the report you would like to share. Once you have selected the report, scroll down and create a tab name. Then click "save". This option supports all report types (also a single item, list reports and so on).

After the report has been shared, your teams channel in Teams will look like this:

Which option to use?

Compared to the previously only option to share all of the "starred" reports of a framework, the new option will help you to hand-pick the reports you actually want to share, no matter if it is an active one or just a template. This can be used to i.e. share a list of data with a college or a report for the auditor, needed for the audit.

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