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kate_green
kate_green
Helper ⭐️⭐️
November 7, 2017
New Idea

Restrict/Manage Report Builder Permissions

  • November 7, 2017
  • 19 replies
  • 440 views
We want to grant permissions to some of our CSM team to be able to view and create reports in Report Builder, using this approach, so that the admins don't always have to be asked to pull reports for them.  I was hoping to be able to manage the repository by only allowing these users access to certain folders. 

For example, we have many reports that exist on dashboards and the 360, that we don't want these users to make changes to.  It would be nice if they could have "permission" to only view/create reports within a specific folder in the repository so that the entire repository wouldn't be flooded. 

Is this something that is currently possible? If not, any plans for further granularity when it comes to allowing access to Report Builder?

      19 replies

      Show previous replies
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      March 14, 2018
      The WhoID and WhatID functionality is tied to reporting and allows referencing user or object details in a different object via lookup. 

      This link explains the purpose and examples of WhoID/WhatID: https://support.gainsight.com/Release_Notes/Current_Release_Notes/1Release_Notes-Version_5.11_Februa...

      Here are the details on the dashboard permissions that we had to roll back. https://community.gainsight.com/gainsight/topics/rolling-back-dashboard-permissions-enhancements-shi...

      also, I misspoke a little when I indicated report permissions. That is coming next right after dashboard permissions.
      VP of Customer Success at Forcepoint
      dstokowski
      dstokowski
      Gainsight Employee ⭐️⭐️
      March 14, 2018
      Also status is corrected to Planned.  

      Jeff will take your feedback on the WhoID and WhatID and review our documentation and explanations of that.
        darkknight
        darkknight
        Expert ⭐️
        March 14, 2018
        Thanks Denise!
        Jeff Kirkpatrick
        grace
        grace
        Contributor ⭐️
        May 9, 2018
        We are already getting questions about this from our CSMs before rollout and I have run into this in previous jobs/companies as well. Any permission capabilities would be awesome!
        ml2019
        ml2019
        Contributor ⭐️⭐️⭐️⭐️⭐️
        September 6, 2019
        Is there an update on this? Do we have the ability to permission folders in Report Builder?

          josh.berger
          Contributor ⭐️⭐️⭐️⭐️
          October 28, 2020

          Voting for this as well. It would be nice if we could restrict users to only be able to create a new report or save a copy of an existing one. I believe this is how SF’s default reporting permissions work. This way we could open up the report builder to as many people as we wanted without fear that critical reports could be deleted or modified. 

            angelo.morlani
            Contributor ⭐️
            June 4, 2021

            Echoing the above sentiments and voting for this as well - would love more granular permissions around reporting as in SFDC, to give people ability to view reports without them having to be nested in a dashboard, but not give them abilities to create new reports

              rakesh
              Gainsight Employee ⭐️
              rakesh
              Lets put your data to work!
              June 17, 2021

              Hi @angelo.morlani 

               

              We do have plans for End User Reporting. Today you can open up report builder to end users but we do not have enough access controls to stop them from changing reports. We want to provide permissions on reports too so that you can open it to end users

               

               

                catarinacardoso
                Contributor ⭐️⭐️⭐️
                September 19, 2023

                Is there an update here? It’s been a while… This would be a game changer for us as well.

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