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.

Report Designer permission category

  • Report Designer allows users to see the available data workspaces and export data. Users with this permission cannot modify data workspaces.

Custom Reports permission category

  • Dashboards 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 only the Dashboards permission can work as readers and can only view dashboards.