Reporting 2.0 Permissions

There are two reporting models: Reporting 2.0 Granular Permission Model and Reporting 2.0 Report Level Permission Model. The granular model is more complex and can sometimes be confusing, as it can be difficult to understand which permissions and constraints apply to which reports, and which need to be assigned to users to allow them to see the appropriate reports and data. For customers with less complex reporting needs, the Reporting 2.0 Report Level Permission Model provides a simpler option. Customers can choose whether to keep the granular permission model, or to migrate to the report level permission model.

Granular Model vs. Report Level Model Overview

  • Reporting 2.0 Granular Permission Model
    • Provides customers a lot of flexibility 
    • Allows for complex permission configurations
    • Hundreds of permissions
  • Reporting 2.0 Report Level Permission Model
    • Two permissions per report type: View and Manage
    • Each Report type permission has its own set of constraints
    • A user having permission for a report type can see any reports shared with them that match the report type

Granular Permission Model

The granular model uses the Reporting 2.0 permissions to allow you to create more specific reports by report field. For this reason, permissions are at more of a granular level with this functionality.

The permissions are broken down by the main product level permission, section level, and then at the field level. For example, if you wanted to report on Instructor Led Training (ILT) in the system, you would need:

  • The Reporting - Manage permission to create reports.
  • The Reporting - View permission to preview reports and view reports.
  • The top-level product specific permission to create reports related to that product.
    • e.g. Reporting - Learning - Manage
  • The section specific permission to create reports for that feature within the product.
    • e.g. Reporting - Learning - ILT - Manage
  • The field level permissions to be able to create reports with the specific fields for that feature within the product.
    • e.g. Reporting - Learning - ILT - ILT Facility - Manage

If a user does not have each level of permission, then they may not have access to the report builder, or the section may not be visible, or the fields within the section may not be visible. Also, if a user does not have the top-level product permission, then none of the fields for that product will be visible, such as the fields for LMS reports.

The power of this granularity of permissions is that you can give access to as many or as few fields as necessary for your users. For example, you may give users access to the User section but not give them access to the User Identifier section if that contains sensitive data for your portal.

If a user has all relevant permissions, but the backend setting for a particular area is set to FALSE, any fields related to that section will still appear blank in a report. An example where this could occur is SCORM 2004 quiz data.

Note: When a user has a top-level, section, or field level permission, it is not necessary to also assign the Reporting - Manage or Reporting - View permissions since the more granular product specific permissions will give the user access to Reporting 2.0.

Note: Due to sensitivity, users who need to report on Gender, Ethnicity and Grade information, would need the following permissions in addition to the reporting permissions:

  • For Gender: User Upload - Gender
  • For Ethnicity: User Upload - Ethnicity
  • For Grades: View Grades

List of Permissions

For the full list of permissions and their relationships, see the permissions spreadsheet.

Permission Constraints

Constraints exist at the section level for permissions. The following constraints are available:

  • OU
  • User’s OU
  • User Self and Subordinates
  • User’s Direct Report
  • User
  • Learning-specific constraints:
    • Provider
    • Training Item
    • Training Type
  • Requisition-specific constraints:
    • User's Division
    • User's Position
    • User's Location
    • Division
    • Position
    • Location

Note: Constraints are applied differently for Recruiting reports. Multiple criteria for the same OU type use the OR logic (e.g., only constraints for Location OU), while inter-OU type criteria use AND logic (e.g., a constraint for Location OU and a constraint for Division OU).

For all other reports, the regular constraint logic is applied. See this Knowledge Article for more details about the general constraint logic: https://cornerstoneondemand.my.site.com/s/articles/Several-constraints-added-to-permission-work-as-OR-statements.

Report Level Permission Model

The report level permission model is ideal for customers with less complex reporting needs, and allows the ability to quickly grant access by report type.    

Permissions for Report Level Permission Model

There are permissions for the report level model, listed here:

View Manage
Reporting - Compensation - CompensationReport - View Reporting - Compensation - CompensationReport - Manage
Reporting - Connect - CommunityReport - View Reporting - Connect - CommunityReport - Manage
Reporting - Connect - ConnectCommunitiesReport - View Reporting - Connect - ConnectCommunitiesReport - Manage
Reporting - Connect - ConnectReport - View Reporting - Connect - ConnectReport - Manage
Reporting - Connect - TopicReport - View Reporting - Connect - TopicReport - Manage
Reporting - Core - CapabilitiesReport - View Reporting - Core - CapabilitiesReport - Manage
Reporting - Core - MultiModuleReport - View Reporting - Core - MultiModuleReport - Manage
Reporting - Core - UserReport - View Reporting - Core - UserReport - Manage
Reporting - Engage - EngageResponseReport - View Reporting - Engage - EngageResponseReport - Manage
Reporting - Extended Enterprise - TrainingUnitDistributorReport - View Reporting - Extended Enterprise - TrainingUnitDistributorReport - Manage
Reporting - Forms - FormsReport - View Reporting - Forms - FormsReport - Manage
Reporting - Form Tasks - Form Tasks - View Reporting - Form Tasks - Form Tasks - Manage
Reporting - Learning - AssignmentReport - View Reporting - Learning - AssignmentReport - Manage
Reporting - Learning - CompetencyReport - View Reporting - Learning - CompetencyReport - Manage
Reporting - Learning - CurriculumTrainingReport - View Reporting - Learning - CurriculumTrainingReport - Manage
Reporting - Learning - CurriculumTranscriptReport - View Reporting - Learning - CurriculumTranscriptReport - Manage
Reporting - Learning - EvaluationsReport - View Reporting - Learning - EvaluationsReport - Manage
Reporting - Learning - PlaylistReport - View Reporting - Learning - PlaylistReport - Manage
Reporting - Learning - SubjectReport - View Reporting - Learning - SubjectReport - Manage
Reporting - Learning - TestReport - View Reporting - Learning - TestReport - Manage
Reporting - Learning - TrainingCapabilityReport - View Reporting - Learning - TrainingCapabilityReport - Manage
Reporting - Learning - TrainingFormManagementReport - View Reporting - Learning - TrainingFormManagementReport - Manage
Reporting - Learning - TrainingFormsCurriculaReport - View Reporting - Learning - TrainingFormsCurriculaReport - Manage
Reporting - Learning - TrainingPlanReport - View Reporting - Learning - TrainingPlanReport - Manage
Reporting - Learning - TrainingReport - View Reporting - Learning - TrainingReport - Manage
Reporting - Learning - TransactionReport - View Reporting - Learning - TransactionReport - Manage
Reporting - Learning - TranscriptReport - View Reporting - Learning - TranscriptReport - Manage
Reporting - NASD - NASDUserReport - View Reporting - NASD - NASDUserReport - Manage
Reporting - Observation Checklist - ObservationChecklistReport - View Reporting - Observation Checklist - ObservationChecklistReport - Manage
Reporting - Onboarding - OnboardingReport - View Reporting - Onboarding - OnboardingReport - Manage
Reporting - Performance - Check-InsReport - View Reporting - Performance - Check-InsReport - Manage
Reporting - Performance - GoalsReport - View Reporting - Performance - GoalsReport - Manage
Reporting - Performance - PerformanceReport - View Reporting - Performance - PerformanceReport - Manage
Reporting - Performance - PerformanceReviewReport - View Reporting - Performance - PerformanceReviewReport - Manage
Reporting - Performance - SharedGoalReport - View Reporting - Performance - SharedGoalReport - Manage
Reporting - Recruiting - RecruitingReport - View Reporting - Recruiting - RecruitingReport - Manage
Reporting - Resume - ResumeReport - View Reporting - Resume - ResumeReport - Manage
Reporting - Succession - JobPoolSuccessionReport - View Reporting - Succession - JobPoolSuccessionReport - Manage
Reporting - Succession - SuccessionReport - View Reporting - Succession - SuccessionReport - Manage
Reporting - Talent Pool - TalentPoolReport - View Reporting - Talent Pool - TalentPoolReport - Manage
Reporting - Development Plan - DevelopmentPlanReport - View Reporting - Development Plan - DevelopmentPlanReport - Manage
Reporting - Extended Enterprise - TrainingUnitKeyCodeReport - View Reporting - Extended Enterprise - TrainingUnitKeyCodeReport - Manage
Reporting - Learning - CertificationReport - View Reporting - Learning - CertificationReport - Manage

Resources

Reporting 2.0 provides a simple and intuitive way to build and use report templates to gather and deliver the information that matters most to every level of the organization.

Popular Topics   Training and Troubleshooting Resources
 
  • Reporting 2.0 Field Descriptions - This Excel spreadsheet contains detailed field descriptions to help you determine which fields to include in a report. As changes occur, this list is updated. Currently, the list is in English only.
  • Reporting 2.0 Matrix - This knowledge article provides access to an Excel spreadsheet that addresses Reporting 2.0 limitations regarding amount of records, features, and other information.
  • Reporting 2.0 Feature Focus Playlist - From Release Readiness Resources to the Reporting 2.0 Fundamentals, this playlist is curated to amplify your Reporting 2.0 knowledge and provides quick access to key training. Note: You must log in to the Success Center to access Playlists.
  • Knowledge Central - List of top knowledge articles for Reporting 2.0.