Administering reports

Learn about the tasks report administrators typically perform, the objects that they work with, and the roles and rules that apply.

To administer reports, reporting roles, and report sources, navigate to Reports > Administration and select the area to administer.

Reporting roles

Note:

Users must have the report_user 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, 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], report user [report_user]	Can create and view reports that have been shared with them. Cannot share, edit, or delete reports that have been shared with them.
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, edit, and share 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, edit, and share reports.
group report user [report_group]	Can manage and share reports that are shared with them (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, share, publish, and schedule all reports. Can access Reports > Administration and manage all report-related objects. The report_admin role inherits all other report roles.

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Learn about the tasks report administrators typically perform, the objects that they work with, and the roles and rules that apply.

To administer reports, reporting roles, and report sources, navigate to Reports > Administration and select the area to administer.

Note:

Users must have the report_user 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, 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], report user [report_user]	Can create and view reports that have been shared with them. Cannot share, edit, or delete reports that have been shared with them.
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, edit, and share 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, edit, and share reports.
group report user [report_group]	Can manage and share reports that are shared with them (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, share, publish, and schedule all reports. Can access Reports > Administration and manage all report-related objects. The report_admin role inherits all other report roles.