Non-admin users should have access to build, view, and edit reports
+4https://support.gainsight.com/hc/en-us/articles/204276188-Grant-Permission-to-Create-Reports-2-0
We are ideating the concept of permissions in report builder and allowing non-admin users to create reports is definitely a feature that we are considering. Please stay tuned for further updates.
Thanks!
+4- Would this give end users the ability to edit the reports created by Ops teams? There needs to be a way to abstract the Admin-created reports so that the end users can't mess with them.
- How would you expect to organize and manage the volume of reports that will create from an operations perspective? It's already a bit cumbersome searching through the reports as it is without opening the floodgates to end users to create their own.
- It seems a bit clunky to have end users be able to create their own reports, but have no dashboard to organize them. Similar to the way that the Customers tab has a default "My Customers" view, under the Gainsight tab there should be a "My Dashboard" view which includes the ability to attach reports that the end user created.
+3
+4https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Grant_Permission_to_Create_Reports
+4Also we have heard from a number of customers on reports and dashboards - but have not heard too much around CTAs or other GS features. Can you share some other use cases you are wondering about?
+4+4
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.
+13How 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?
+1
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
+13
This is being rolled out and will be GA for everyone by mid august (Q2 2022) !
Look for emails and engagements to help you configure this quickly.
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