Which features and tabs do I have permission to access on the Reporting (Beta) screen?

Your role and selected permissions determine which features and tabs you have access to in the Reporting (Beta) screen. Below, you can see which tabs can be accessed by each user type:

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 (Beta) permission enabled

If you are an ordinary user who is a member of an admin group with only 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:

• Create custom and quick reports

• Access the My reports tab

• Access All reports tab

Open

Admin groups with both the Reporting (Beta) 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:

You can:

• 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

You cannot:

• Access the All reports tab

Open

Additional information

If you have access to the Shared with me tab but no reports have been shared with you, the tab will be empty. When someone shares a report with you, it appears in the Shared with me tab.