Roles needed for reporting

RFJ1
Tera Contributor

Hi,

Can anyone help me in providing the exact role names for,

  1. viewing a report
  2. creating a report
  3. publishing a report
  4. scheduling a report
  5. sharing a report

Thank you for your help in advance!

7 REPLIES 7

Mohith Devatte
Tera Sage
Tera Sage

Hello @RFJ1 ,

 

itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.

 

1)For viewing a report as an end user it depends on the type of report and on what table that report is built on .

Lets say you have a bar graph  on RITM table and it is showing you the result but when you click on any of the bar it drills down and takes you to the list view so to view the list view your must have access to RITM table which is indirectly ITIL role

2) For creating a report report_Admin or Admin is must

3) For publishing a report report_Admin or Admin is must

4) Scheduling a report i think admin or schedule_admin can do it 

5) Sharing a report can be done by the user who created that report or we can say the owner of the report 

 

Hope this helps 

Mark my answer correct if this helps you

Thanks

Thanks, @Mohith Devatte . One question, is Developer role enough for a user to view emails?

@RFJ1 to view the email logs ?

 

if its email logs then you need admin to see the logs

Thanks

@Mohith Devatte  inbox outbox sent box, those modules