Reporting 2.0 - Permissions Enablement Tool - Overview

Prior to this enhancement, when a custom report was migrated to Reporting 2.0, the Reporting 2.0 permissions that were needed to access the report needed to be assigned manually in Security Role Administration so that users could access the report in Reporting 2.0.

With this enhancement, a Reporting 2.0 Permissions Enablement page is added to Admin > Tools > Core Functions > Core Preferences so that top-level administrators can enable equivalent Reporting 2.0 permissions to be added automatically to the applicable security roles when a report is migrated from Custom Reports to Reporting 2.0.

This functionality is only available in Stage portals until the October '20 Release on 30 October 2020. This functionality is not currently available in Pilot or Production portals.

Note: When Reporting 2.0 permissions are added to a security role through the permissions migration tool, the Custom Reports permissions are not removed. The Custom Reports permissions remain assigned to the security role and will continue to be available until the Custom Reports functionality is deprecated with the February '21 release.

Click here to download the Reporting 2.0 (Early Adopter) starter guide.

Implementation

Upon implementation, this functionality is available for all portals using Reporting 2.0 and that also have at least one security role in Security Administration and that security role has at least one Custom Reports permission enabled.

Permissions

There are no new permissions needed to access the Reporting 2.0 - Permissions Enablement Tool page. This page can only be accessed by the top-level system administrator in the portal.

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know the specific permissions users need to create and view reports.