Reporting 2.0 - Email Delivery Permission Enhancement

Prior to this enhancement, the behavior of the Reporting - Email Delivery permission was confusing as the permission is required both to set up reports to be delivered through email and to receive reports through email.

Following this enhancement the Reporting - Email Delivery permission is only required to setup reports to be delivered through email and no permission is required to receive reports.

Additionally, in the Report Builder, the Email Recipients Add Users button, which is visible in the Schedule Delivery Options flyout when Deliver to Email is toggled ON, is only visible to users that have both the Reporting - Email Delivery permission and the Reporting - Share permission.

How Does this Enhancement Benefit My Organization?

The changes to the Reporting - Email Delivery and the Reporting - Share permission will simplify steps for setting up report delivery via email.

Implementation

Upon implementation, this enhancement is available for all portals with Reporting 2.0.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Reporting - Email Delivery

Grants ability to deliver reports via email in Reporting 2.0. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, User's Self, User's Manager, User's Superiors, User’s Subordinates, User’s Direct Subordinates, and Employee Relationship.

This permission is used in conjunction with the view permission for Reporting 2.0 and can also be used in conjunction with the various product, section, and field level permissions.

Note about Constraints: The constraints for this permission determine to whom you can deliver the report. The constraints do not pertain to the data you can see in the report.

Reporting
Reporting - Share

Grants access to share reports in Reporting 2.0. This permission can be constrained by OU, User's OU, User, User Self and Subordinates, User's Self, User's Manager, User's Superiors, User’s Subordinates, User’s Direct Subordinates, and Relationship.

This permission is used in conjunction with the view permission for Reporting 2.0 and can also be used in conjunction with the various product, section, and field level permissions. Users must have permission to view Reporting 2.0 in order to have access to a report that is shared with them. If they do not have view access, then the Reporting 2.0 navigation sublink will not display for them.

Users who have permission to manage Reporting 2.0 can edit a report that is shared with them. They can also copy the shared report.

Note about Constraints: The constraints for this permission determine who you can share the report with. The constraints do not pertain to the data you can see in the report.

Reporting