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 financials columns or presets a user can see in reports.
If a report includes financial columns, but a user's Financials permission is set as None or Restricted, they can view the report, but will not see those columns.
All Financial preset reports are not visible to users with None or Restricted financial permissions
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 |