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Your role and selected permissions determine what 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:

Role

All reports tab

My reports tab

Shared with me tab

Site admin

Ordinary user who has no reports shared with them

A user in an admin group with the Reporting (Beta) and Manage reports permission enabled

A user in an admin group with the only the Reporting (Beta) permission enabled

Site admins

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

  • 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 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 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. containing any reports that have been shared with you by other users

  • All reports tab

Screenshot 2024-02-08 at 12.30.08.png

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:

  • 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.

Screenshot 2024-02-08 at 12.31.15.png

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.

Screenshot 2024-02-08 at 11.20.47.png

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