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Admin Notes -- User Permissions involved in Reports and Dashboards

Permission Required for Reports and Dashboards            -             

  • To run reports  -  “Run Reports” User Permission is required.
  • To schedule reports  - “Schedule Reports” User Permission is required.
  • To Create, Edit, and Delete Reports -   “Create and Customize Reports” + “Report Builder” User Permission is required.
  • To create Custom Report Types - “Manage Custom Report Types” User Permission is required.
  • To create and schedule snapshot - “Manage Reporting Snapshots” User Permission is required.


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