New Application Role - Reports - Manage

The new Reports - Manage role allows users to:

  • Add, edit, duplicate, and delete reporting artifacts (reports, snapshots, books, and bursting definitions).
  • Import and export reporting artifacts based on permissions.

Update for Existing Power Users: Before the 25.05 release, Power Users had the same ability to manage reporting artifacts as Service Administrators. Going forward, Power Users will no longer have automatic access. To avoid disruption, existing Power Users will be auto-assigned the Reports - Manage role upon upgrading to 25.05. Service Administrators can deprovision this role if needed. New Power Users will not automatically receive this role and will require explicit provisioning.

Applies to: Planning and Budgeting, Close Management and Consolidation, FreeForm, Tax Reporting

Business Benefit:  The Reports - Manage role improves security, compliance, and efficiency by providing granular control over reporting artifacts. It ensures only authorized users can modify reports, reducing risk and streamlining access. This update enhances scalability while minimizing disruption for existing Power Users.

Key Resources