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:
You can:
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.
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:
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
Additional information
If you have access to the Shared with me tab, but nobody has shared any reports with you at the currently, the tab will be empty. Once users start sharing reports with you, they will appear in the Shared with me tab.
