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Reports: Permissions

This article highlights what Admin & Managers can do in the Reports module.

Updated this week

To review our new permissions grid, please refer to this help article.

Who can access Reports?

  • All Admin and Manager users can view all preset and shared custom reports.

  • Financial permissions determine what a user can see in reports. If a report includes financial columns, but a user's Financials permission is set as None, they can view the report, but will not see those columns.

  • Admin and Manager users with either Manage People or Manage Projects set as on can create/ edit/ delete any shared custom reports, including those that are not created by them.

  • Contributor users do not have access to reports

If you remove a user, custom reports created by them will automatically be deleted.

User Type

Can View Reports

Can Create Custom

Report

Can Edit Any Custom Report

Can Delete Any Custom Report

Admin

✅ Yes

✅ Yes

✅ Yes

✅ Yes

Manager

Manage People is On

✅ Yes

✅ Yes

✅ Yes

✅ Yes

Manager

Manage Projects is On

✅ Yes

✅ Yes

✅ Yes

✅ Yes

Manager

Both Manage People & Manage Projects are Off

(View Projects and People Only)

✅ Yes

❌ No

❌ No

❌ No

Contributor

❌ No

❌ No

❌ No

❌ No

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