How to generate reports without "report_admin" role.
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‎06-15-2023 11:31 PM
I 'm currently using the "report_admin" role to generate scheduled reports.
However, since the "report_admin" role has access to the internal settings of the report, I would like to keep permissions to a minimum if possible.
So I tried to generate reports by replacing the "report_publisher" and "report_user" roles, but I get errors like "The sender does not have access to this report" and the report I originally wanted to send in png format The report I want to send in png format seems to be automatically converted to PDF format.
So, my question is, what roles are needed to generate reports with a minimum of roles without using"report_admin"?
Thanks

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‎06-16-2023 12:18 AM
Hello @Yuta3553
Please refer https://docs.servicenow.com/en-US/bundle/utah-now-intelligence/page/use/reporting/concept/c_Adminste...
Report rolesRole 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 a public 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. |
report description administrator [report_description_admin] | Can read and update table and field descriptions for reports. |
You can select the role based on the requirement.
Thanks,
Ali
Thank you,
Ali