User Roles for Executive Reports and Policies

A user's access to executive reports and policies depends on their role.

Table 10-1 Executive Report User Roles

User Role Report Activity Screen

Administrator only

Create a public or private report policy.

Display a list of report policies, including public policies and private policies created by the current STA username.

Delete or modify a report policy, including public policies or private policies created by the current STA username, scheduled run, email recipients, and dashboard template.

Select Setup & Administration, then select Executive Reports Policies.

Operator and above

Display, filter, or print a list of public report policies.

Run a public report on demand.

Select Setup & Administration, then select Executive Reports Policies.

Operator and above

Delete a public report file run automatically or on demand.

Select Home, then select Executive Reports.

Viewer and above

Display a list of public report files run automatically or on demand, as follows:

  • Export and view a report file.

  • Filter the report file list.

  • Print the report file list.

Select Home, then select Executive Reports.