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Understanding Access to Reports, Dashboards, and Calendars

Overview

Review the various reporting actions available in Workfront for each license type

Details

Reporting access determines a user's access to reports, calendars and dashboards (including external pages). Most users are granted access to view reporting features. Report access is controlled through sharing the object's permissions. The creator of the reporting item is responsible for sharing the object. The table provided below shows the reporting functions for each license type.  

Example

If a user is provided an access level to edit dashboards and calendars but not granted the ability to delete, the user will not be able to delete these objects.  

Actions by License Type

This table shows access for Reports, Calendars, and Dashboards by

license type. 

Actions
(Access Level)

Plan
(Edit)

Work
(View)

Review
(View)

Request
(View)

External
(View)

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

* This action is not shared with dashboards, only calendars and reports.