Early access feature
This feature is currently available for early access. Contact your CSM for more information.
Who can see, change, and share reports, dashboards, and folders in Reporting (Beta), and who can manage metrics. Check here when someone can't open or change something they expect to.
How access works in Reporting (Beta)
Four things decide what someone can do with a report, dashboard, or folder:
User type: Tenant Admin, Reporting, Sys Admin, or Role Based Access User. For more information, refer to Get started with user permission types.
Share access: whether the item is shared with them at View or Edit. For more information, refer to Share reports, dashboards, and folders in Reporting (Beta).
Role permissions: the Reports permissions on their role in the plan. For more information, refer to Role permissions.
Assignments: the parts of the plan they have access to, which decide whose data they see.
Sharing gives someone access to an item, not to more data. Two people can open the same dashboard and see different numbers.
Who can see what
Person | What they can see |
|---|---|
Tenant Admin or Reporting user | Every report, dashboard, and folder. |
The creator | Everything they created. |
Someone an item is shared with | That item, at View or Edit access. Access to a folder carries down to everything in it. |
Everyone else | Nothing, until it's shared with them. |
Who can change or share an item
You can change an item, or change who it's shared with, if you're an admin, you created it, or it's shared with you at Edit. A Role Based Access User also needs Dashboard Operations or Report Config Operations in the Reports section of their role to save, clone, rename, delete, or share reports, dashboards, and folders. Tenant Admins don't need these permissions.
Who can manage metrics
Only Tenant Admins can create, edit, or delete a Reporting (Beta) metric. A metric is shared across the whole tenant as soon as it's saved.