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Role

All reports tab

My reports tab

Shared with me tab

Site admin

User who has no reports shared with them

A user in an admin group with the “Manage reports” permission enabled

A user in an admin group with the “Reporting (beta)” permission enabled

Site admins

If you are a site admin, you can access the Reporting (Beta) screen, along with all the features. This includes creating quick and custom reports, the My reports tab, containing all the reports you’ve created, as well as manage them, the Shared with me tab, containing any reports that have been shared with you by other users, and the All Reports tab, where you see a full list of reports that have been created on the platform, including by other users.

Admin groups with the “Manage reports” permission enabled

If you are an ordinary user that is a member of an admin group with the Manage reports permission enabled:

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  • Access the All reports tab.

Admin groups with the “Reporting (Beta)” permission enabled

If you are an ordinary user who is a member of an admin group with the Reporting (Beta) permission enabled:

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  • Create both custom and quick reports

  • Access the My reports tab, containing all the reports you’ve created, as well as manage them

  • Access the Shared with me tab, containing any reports that have been shared with you by other users

Additional information

If you have access to the Shared with me tab but nobody has shared any reports with you currently, the tab will be empty. When someone shares a report with you, it appears in the Shared with me tab.

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