Non-admin users should have access to build, view, and edit reports

Related products:CS Reports

Forum|Forum|10 years ago
December 4, 2015
19 replies
218 views

Similar to SFDC, users should be able to create reports ad-hoc and view existing reports. I'd also want to view reports WITHOUT having to include them in dashboards / 360. "Reports" should be a standalone top nav menu.

Show previous replies

darkknight

Expert ⭐️

Maybe it needs to be split out into its own idea, though you would think this would have been a primary requirement. Anything that would allow End Users to inadvertently affect items that Admins developed should always have access controls built around them to protect the Admin configuration.

Jeff Kirkpatrick

dstokowski

Gainsight Employee ⭐️⭐️

We are currently working on adding permission to folders to allow you to protect who can read/write/create within those folders. So that would be the way you would be able to protect the admin controlled and built reports and dashboards. The plan is tentatively for our Winter '18 release (Feb).

P

parimala_agnihotri

Helper ⭐️

@dstokowski is this already a feature today to add permissions to folders to read/write edit reports? I would like to know how one can edit the reporting permissions and manage users’ reporting ability.

We have three categories of permissions in mind ideally that works for us.

Run adhoc reports to export, meaning cannot save/store (read only/viewer license or custom limited access users)
Edit reports in permitted folders (standard users)
Create, Edit, Delete reports in permitted folders (standard users)

All this while keeping the current Admin permissions as a master permission set.

gunjanm

Expert ⭐️

How would we tackle this in NXT? The big thing I’m worried about is permissions granted to reports that are being used in dashboards and C360 - wouldn’t want end users to be able to update those and mess things up. As far as I know, dashboard permissions can be set accordingly but report or report folder permissions cannot?

End Proctoring-

Gunjan

rakesh

Lets put your data to work!

@gunjanm we do not have granular permissions on reporting yet, but that's something we will work on.

Currently, as you pointed it out all or none. Meaning you can create a navigation bundle to assign access to Report Builder to CSM’s but you cannot control what they can and cannot do

gunjanm

Expert ⭐️

@rakesh is it already on the roadmap? I would definitely love to provide access to end users without giving them the ability to break all other reporting with dependencies :)

End Proctoring-

Gunjan