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Reporting Permissions

Overview

Provides an overview of the various reporting permissions available in Workfront. 

Details

Reporting access is controlled through sharing. Report access and permissions are the same for Reports, Calendars, and Dashboards. The owner has default access and needs to share object access through permissions.  When sharing permission, owners determine the level of access users have to the object. The table below shows the actions users can share to provide permissions for reporting functions. ​

     

Dashboard access is also controlled through object hierarchy. If the user already has permission for the dashboard, those permissions will transfer to items like external pages or reports on the dashboard. 

A user is provided an access level which allows a them to Edit Dashboards and Calendars, but not able to delete these items. When object permissions are provided, the user will not be able to be granted permission to delete these objects.  

Report/Calendar/Dashboard Permission

 
Actions Manage View
Create  
Edit  
Copy*  
Delete  
View
Share
Create Public Link*  
Share System-wide  

* This action is not shared with Dashboards, only Calendars and Reports.