Set Report Permissions

Report permissions let you specify which profiles can open or edit a report.

You can select Open and Edit permissions for each profile defined in your system. If staff members can’t perform certain actions on a report, they may lack permission to edit the report.

Note: Permissions applied to private reports are irrelevant until you make the report public.
  1. Open the report you want to edit.
  2. Click the Home tab.
  3. Click Permissions.
    The Permissions window opens.
  4. Select the check boxes next to the profile names to allow staff members assigned to the profiles to open or edit the report.
  5. Click OK to save the permissions.
  6. Click Save.