Your role and selected permissions determine which features and tabs you have access to in the Reporting screen. Below, you can see which tabs can be accessed by each user type:
Role | |||
|---|---|---|---|
Site admin | ✅ | ✅ | ✅ |
User who has no An ordinary user, who is not a member of an admin group, and does not have any reports shared with them | ❎ | ❎ | ❎ |
A user in An ordinary user who is a member of an admin group with the “Manage reports” permission Reporting and Manage reports permissions enabled | ❎ | ✅ | ✅ |
A user in An ordinary user who is a member of an admin group with only the “Reporting (beta)” Reporting 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 creating being able to create quick and custom reports, the as well as access:
The My reports tab, containing all the reports you’ve created
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The Shared with me tab, containing any reports that have been shared with you by other users
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The All Reports tab,
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containing a full list of custom reports that have been created on the platform, including those created by other users
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Admin groups with the
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Reporting permission enabled
If you are an ordinary user that who is a member of an admin group with only the Manage reports Reporting permission enabled:
You can:
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Create both custom and quick reports
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Access the Shared with me tab, containing any reports that have been shared with you by other users
You cannot:
Admin groups with
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both the Reporting and Manage reports permissions enabled
If you are an ordinary user who that is a member of an admin group with the Reporting (Beta) and Manage reports permission enabled:
You can:
Access the Shared with me tab, containing any reports that have been shared with you by other users
You cannot:
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
You cannot:
Access the All reports tab
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Additional information
If you have access to the Shared with me tab but nobody has shared any reports no reports have been shared 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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