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Role

All reports tab

My reports tab

Shared with me tab

Site admin

An ordinary user, who is not a member of an admin group, and does not have any reports shared with them

An ordinary user who is a member of an admin group with the Reporting (Beta) and Manage reports permissions enabled

An ordinary user who is a member of an admin group with only the Reporting (Beta) permission enabled

Site admins

If you are a site admin, you can access the entire Reporting (Beta)screen, along with all the features and tabs. This includes being able to create quick and custom reports, as well as access:

  • The My reports tab, containing all the reports you’ve created

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

  • The All Reports tab, containing a full list of custom reports that have been created on the platform, including those created by other users

Admin groups with the Reporting

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permission enabled

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

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  • Create custom and quick reports

  • Access the My reports tab

  • Access All reports tab

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  • Screenshot 2024-11-05 at 13.23.59.pngImage Added

Admin groups with both the Reporting

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and Manage reports permissions enabled

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

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