How do I edit which users have permissions for a saved report?

Each saved report in your database has permission settings that control the level of access each admin user* has for the report. Report permissions can be managed one report at a time, or in mass.

*Note that if an admin user has the "Reports" user permission, they will always be granted "Admin"-level permission to all saved reports and cannot have their "Admin"-level permissions revoked per the instructions below. To learn more, click here.

Updating Permissions for a Single Report

Open the saved report and then click the “Permissions” button at the top of the page. In the pop-up window that opens, checkmark the user and then select their permission level using the dropdown on the right. When you're finished, click "update permissions".

Updating Permissions for Multiple Reports

Navigate to "Advanced Reports Management". If your reports are collapsed into folders, first expand the folders containing the reports you wish to update, then click Mass Permissions Changes. Select the reports you wish to update, then click to either "add permissions" or "remove permissions". In the pop-up window, select an admin user, and if adding permissions, select their permission level, then submit your changes.

For step-by-step instructions on editing report permissions, please click here.

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