Reporting roles

Learn about the different reporting roles and the default abilities of each.

Note:
  • Users must have the itil role to see the Reports module on the application navigator (left navigation pane).
  • Users with any reporting role or the itil role can access the following report options for all reports that are visible to them: Insert, Insert and Stay, Add to Dashboard and Export to PDF.
  • In the table below, the term manage indicates access to the following report options: Update, Delete, Sharing, and Export settings.

Navigate to User Administration > Roles to manage roles.

Table 1. Report roles
Role title[name] Description
No role Can view reports that are shared with them.
itil [itil] Can access Reports on the application navigator. Can manage reports listed in My reports.
report publisher [report_publisher] Can Publish reports that they can manage. Publishing a report creates public a link to that report. Users with this role must also have another role that grants permission to create and edit reports.
report scheduler [report_scheduler] Can Schedule emailing of all reports that they can see, including reports they cannot manage. Users with this role must also have another role that grants permission to create and edit reports.
group report user [report_group] Can manage reports that are shared with groups the user belongs to (listed in Group).
global report user [report_global] Can manage reports that are shared with everyone (listed in Global).
report administrator [report_admin] Can manage, publish, and schedule all reports. Can access Reports > Administration and manage all report-related objects. The report_admin role inherits all other report roles.