For organizations using Legacy Permissions, user access to Reports is determined by their permission sets within a program. Follow the steps listed below to learn how to add specific report permissions to a permission set.
Step 1: Select the program
In the Administrator view, expand the Access Control category on the navigation bar and select 'Sites & Programs'.
Click the + icon next to a Site to view its existing programs. Then, click the eye icon next to the program you want to add report permissions to.
Step 2: Edit the permission set
Scroll down the program's page to the Permission Sets section, then click the eye icon next to the permission set you want to add report permissions to.
Step 3: Add the permissions
Scroll down the page to the Permissions section, where the Forms tab will be open by default. Click Reports to open the tab.
The first column lists every report category in your site; click the arrow next to a category to expand a list of all reports within that category.
Checking 'View' or 'Edit' for a report category will automatically grant that access to all reports within that category.
Note: Administrators cannot adjust Aggregate Report permissions. You will need to contact Support with the following information in order to have that permission granted:
The exact names of the permission sets that needs Aggregate Report Access (a direct link can be provided)
The exact names of the Report Categories/Aggregate Reports that Support should enable within that permission set
Step 4: Save the permission set
After you've checked the desired boxes for each report, click 'Save Record' in the Record Options palette to confirm your changes.
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