Administering reports

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Learn about the tasks report administrators typically perform, the objects that they work with, and the roles and rules that apply.

    To administer reports, reporting roles, and report sources, navigate to Reports > Administration and select the area to administer.

    Reporting roles

    Note:
    • Users must have the report_user role to see the Reports module on the application navigator (left navigation pane).
    • Users with any reporting role or the itil role can access the following report options for all reports that are visible to them: Insert, Insert and Stay, Add to Dashboard, and Export to PDF.
    • In the table below, the term manage indicates access to the following report options: Update (edit), Delete, and Export settings.
    Table 1. Report roles
    Role title[name] Description
    No role Can view reports that are shared with them.
    ACL-based The report_view access controls on tables and fields limits the ability to read, edit and create reports. Administrators can create other ACL rules. You need a role that gives you access to the data that is the subject of the report. For more information, see Restrict report creation with an ACL rule and Report_view access control.
    report user [report_user], itil Can create reports and view reports that have been shared with them. Cannot share, edit, or delete reports that have been shared with them.
    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 the groups they are members of (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.