Reports permissions and dependencies
To manage the data in the Reports view, custom roles need several additional permissions.
To have data of built-in reports populated under Reports > Dashboards, the following permissions are needed: Customers > View, Vendors > View, and Projects > List.
Data Workspaces permission category
- View allows users to see the available data workspaces and export data. User with this permission cannot modify data workspaces.
- Create allows users to create and save data workspaces which will be empty. To configure data sources and manage the widgets within a workspace, users also need Data Workspace > Edit.
- Edit allows users to edit the details of data workspaces: change the name and description of workspaces from the workspace Settings tab; change data source configuration, and add, edit or remove widgets.
- Delete allows users to delete data workspaces.
- Data Workspaces > View/ Create/ Edit/ Delete need Customers > View.
Custom Reports permission category
- View allows users to see and export the available legacy custom reports. Users with this permission cannot modify custom reports. In the new custom reporting module, users who have the View permission can work as readers and can only view dashboards.
- Create allows users to create and save legacy custom reports which will be empty. To configure custom reports and manage its widgets (add, edit, delete), users also need Data Workspaces > View and Custom Reports > Edit. In the new custom reporting module, users who have the Create permission can work as authors and can manage both analyses and dashboards. Report authors also need the Data Workspaces > Create permission.
- Edit allows users to edit the details of custom reports: change the name and description of custom reports from the custom report Settings tab; add, edit or remove widgets; use filters; and change the layout of custom reports.
- Delete allows users to delete custom reports.
- Custom Reports > View/ Create/ Edit/ Delete need at least Data Workspaces > View, and Customers > View to have data populated.