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dave_mandell
dave_mandell
Contributor ⭐️
July 28, 2016
Question

If I am not the admin does this mean I can't build basic reports??

  • July 28, 2016
  • 6 replies
  • 90 views
Quick Question

    6 replies

    gaurav_kotak
    gaurav_kotak
    Expert ⭐️
    July 28, 2016
    Currently only GS admin can build reports. Is your use case for a CSM user to create license or potentially have someone in ops not have admin access. thx
    elaine_cleary
    elaine_cleary
    Helper ⭐️⭐️
    July 28, 2016
    Hi Gaurav, Are the instructions in this Support article for creating a separate tab outside of the Gainsight Administration area still valid (assuming you're not on SF Lightening yet)? https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Grant...
    manu_mittal
    Gainsight Employee ⭐️
    manu_mittal
    Gainsight Employee ⭐️
    July 29, 2016
    Those instructions are still valid, Elaine. As mentioned in the article, in addition to the tab, you'd also need access to the Report Builder VF page that non-admins by default won't have access to. 

    Before implementing this though, we need to be aware that this would give the non-admin(s) access to all reports and all data.
      karl_rumelhart
      karl_rumelhart
      Expert ⭐️
      July 29, 2016
      Also please be aware that Report Builder is an admin feature and should be used by folks with an Operations license. 
        dave_mandell
        dave_mandellAuthor
        Contributor ⭐️
        July 29, 2016
        Appreciate it Gaurav,  My actual admin gave me access to the Reports 2.o version which is what I needed.

        [i]I have added a custom tab for your login called "Reports 2.0" without the need to provide you with Gainsight admin access.

        Appreciate the help
        jessie_brainerd
        jessie_brainerd
        Contributor ⭐️⭐️⭐️
        August 10, 2018
        The referenced instructions are not valid (or are no longer valid) because they grant access to almost all (if not all) Admin features via the bump out menu. Is there a way to grant access to ONLY Report Builder without granting access to all of Admin? Can the bump out menu be hidden from the Report Builder VF page?
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