Reporting 2.0 Permissions Enablement Tool

The Reporting 2.0 Permissions Enablement page allows administrators to enable the equivalent Reporting 2.0 permissions to be added automatically to applicable security roles when a report is migrated from Custom Reports to Reporting 2.0. This instantly gives users the permissions they need to create and view migrated custom reports, without administrators having to assign the permissions manually once a custom report is migrated.

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 July '21 release.

To access the Reporting 2.0 Permissions Enablement page, go to Admin > Tools > Core Functions > Core Preferences. This page can only be accessed by the top-level system administrator in the portal.

Click here to download the Reporting 2.0 Starter Guide.

Enable Permissions

The Reporting 2.0 Permissions Enablement page displays a list of all security roles in the portal that have at least one Custom Report permission included. To enable the equivalent Reporting 2.0 permissions to be added to security roles when a report is migrated from Custom Reports to Reporting 2.0, perform the following steps:

  1. Select one or more security roles from the list.
  2. Click Import. This executes the process of migrating the Reporting 2.0 permissions that are equivalent to the Custom Report permissions. The Reporting 2.0 permissions added to the security roles that are selected.

Once the migration is completed, the Status of the Last Import column updates to "Success," indicating that the Reporting 2.0 permissions have been added to the security roles that were selected.

The Last Imported column updates to the date on which the successful import occurred.

The permission migration process is permanent and cannot be reversed through the permission migration tool.

Frequently Asked Questions

Custom Reports Permissions with No Equivalent Reporting 2.0 Permission

The following table shows the Custom Reports permissions that have no equivalent Reporting 2.0 permissions:

Custom Reports Permission Reporting 2.0 Permission Conditions
Calculated Fields - Modify No equivalent permission  
Calculated Fields - View No equivalent permission  
Custom Multi-Module Report - Create No equivalent permission; will be handled by entities  
Custom Multi-Module Report: View No equivalent permission  
Report Delivery - Email (Note: This is a permission that cannot be constrained.) Reporting - Email Delivery  
Report Delivery - FTP Reporting - FTP Delivery  
Reports inside a folder - Share Reporting - Share  
N/A Reporting - View This permission will be enabled for all security roles that have a View permission from any Custom Report.
N/A Reporting - Manage This permission will be enabled for all security roles that have a Create permission from any Custom Report.
N/A Reporting - System Templates This permission will be enabled for all security roles that have a Reporting - View permission.
N/A Reporting - Download This permission will be enabled for all security roles that have a View permission from any Custom Report.