Ad Hoc Report Permissions

Learn how to Permission Ad Hoc Reports.

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As an administrator, you can grant certain groups of users permission to access Ad Hoc Reports as report creators and/or report viewers. Ad Hoc Report permissions may also be granted by type of report.

Admin Tools > Set User Permissions > Dashboard / List View / Spotlight View / Report Access

1 Create Report PermissionReport creators create, view, modify, delete, and share reports across the organization. If a user has permission to create, they are automatically able to view/run reports that they create.

2 Run Report PermissionReport viewers run reports that have been shared and export shared report data that has been tailored for your line of sight. Viewers cannot edit, share, or delete reports.

3 Ad Hoc Report Data AccessIn addition to allowing user access to create and run reports, you may also administratively control whose data a user may see. There are several lines of sight which are available in the system. Most of these are based on the reporting relationships established in the User Data File.

Ad Hoc Report Permissions: Permissions

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