Permissions for Analytics

This page contains permissions that may apply to organizations using Reporting 2.0, Standard Reports, or Dashboards.

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.

The Reporting - Apply Owner Constraints permission grants the ability to turn on the Apply Owner Constraints setting for reports in the Report Properties panel. This setting affects shared users, delivery, and reports published to dashboards.

When the setting is enabled, the report owner's constraints are applied to the report, and users that run the report will see the report with the report owner's constraints instead of their own. For reports published to dashboards the owner constraints are only applied if the underlying report is also shared with the user. If just the dashboard is shared, but not the report itself, the users own constraints are applied even though the toggle is set to apply owner constraints.

Due to the possibility of unintended user data becoming visible to a user viewing a report with the report owner's constraints, it is recommended that filters be added to the report to restrict data visibility. It is also recommended that the report owner test the report prior to sharing to ensure the data visibility is appropriate and intended.

The Reporting - Download permission grants users the ability to download Reporting 2.0 reports. This permission cannot be constrained; however, when users download a report, any Reporting - View constraints are applied. Users with the permission see the download option on the Report Home and the Report Viewer.

For clients that have already opted in and previously activated Reporting 2.0, this new permission is added automatically to the System Administrator role and to any security role that currently has at least one Reporting - View permission.

For clients that are opting in and activating Reporting 2.0 for the first time with the August ’18 Release, this new permission is available to administrators in the System Administrator role who can then add the permission to other roles at their discretion. Users without this permission will not see any download options in the Report Home or the while Viewing Reporting 2.0 reports.

The Reporting - Email Delivery permission grants the ability to deliver reports in Reporting 2.0. Users must also have permission to view reports. The permission can 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 delivered to 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 delivered to them. They can also copy the delivered report.

The following constraints are available for this permission:

  • OU
  • User’s OU
  • User Self and Subordinates
  • User
  • User's Self
  • User's Manager
  • User's Superiors
  • User’s Subordinates
  • User’s Direct Subordinates
  • Employee Relationship

The Reporting - FTP Delivery permission grants the ability to schedule delivery of Reporting 2.0 reports to an FTP directory. This permission cannot be constrained.

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 delivered to 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 delivered to them. They can also copy the delivered report.

The Reporting - Manage Global Calculated Fields permission grants the ability to publish calculated fields to all users. This permission cannot be constrained.

Note: Calculated fields can be created by all users who have permission to create reports in Reporting 2.0. However, in order to publish the calculated field globally, a user needs permission to manage global calculated fields.

The Reporting - Recruiting - Custom Integrations - Manage permission grants access to build and manage reports in the Custom Integrations section. This permission cannot be constrained.

The Reporting - Recruiting - Custom Integrations - View permission grants access to view the Custom Integrations section in reporting. This permission cannot be constrained.

The option for sharing reports is only visible to users who have the Reporting - Share permission. Users without the permission can still receive shared reports, but constraints (for other permissions, such as Reporting - Core permissions) will be respected. For example, if you share a report that contains data around Location A and the user receiving the report is constrained to only see data for Location B, the report would not contain any records.

The following constraints are available for this permission:

  • OU
  • User’s OU
  • User Self and Subordinates
  • User’s Direct Report
  • User
  • User's Self
  • User's Manager
  • User's Superiors
  • User’s Subordinates
  • User’s Direct Subordinates
  • Relationship

The Reporting - System Templates permission grants users the ability to use all system templates. System templates are available for generating certain Learning, Core, and Performance data.

This permission works in conjunction with other Reporting 2.0 permissions. For example, users without the Reporting - Learning - View permission will not see any templates for Learning.

This permission is automatically added to the Cornerstone Administrator and System Administrator security roles in all portals that have self-enabled Reporting 2.0.

Sharing Reports Created with a System Template

When you share a report that was created using a template, the shared users will be able to view the report without needing to be granted the Reporting - System Templates permission. The permission is only needed for administrators who should distribute templates to their users.

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.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Reporting 2.0 Permissions Enablement Tool Grants access to the Reporting 2.0 Permission Enablement Tool. This permission cannot be constrained. This is an administrator permission. Reporting
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Content Sales Transaction Report Grants access to the Content Sales Transaction Report, which allows administrators to track revenue and profit for content sales. Reports - Billing
Cost Center Billing Report Grants access to Cost Center Billing Report, which displays all learning transactions grouped by cost center. Reports - Billing
Credit Card Billing Report Grants access to Credit Card Billing Report, allowing administrators to reconcile sales records based on credit card transactions. The output is separated by course title, rather than transaction. Reports - Billing
Delivery Report for Billing Grants access to Delivery Report for Billing, which allows administrators to view Pay as you Go delivery usage summary. Reports - Billing
Enterprise Billing Report Grants access to Enterprise Billing Report, which summarizes all learning transactions by cost center, provider or employee. Also provides detailed reporting on individual transactions. Reports - Billing
Enterprise Custom Billing Report Grants access to Enterprise Custom Billing Report, which displays all learning transactions for a specified date period. A variety of filter and grouping options are available when running the report. Reports - Billing
Inventory Purchase Report Grants access to Inventory Purchase report, which displays transaction details on learning objects purchased for future assignment via the Inventory purchase feature. Reports - Billing
Library Registration Report Grants access to Library Registration Report, which displays registrations and costs for pre-configured content libraries. Reports - Billing
Prepaid Content License Tracking Report Grants access to Prepaid Content License Tracking report, allowing administrators to access their prepaid content license information in order to track licenses usage. When content is prepaid, that means the client has a contract with either the system or a third party to prepay for a given number of content licenses. Reports - Billing
Prepaid Delivery Tracking Report Grants access to Prepaid Delivery Tracking Report, which allows administrators to view their prepaid content delivery usage summary. When content is prepaid, that means the client has a contract with either the system or a third party to prepay for a given number of content licenses. Reports - Billing
Processing Fees Report Grants access to Processing Fees Report, which breaks down the processing fees for each transaction that is made using the LMS and EXE functionality within a selected date range. Reports - Billing
Sales Tax Report Grants access to Sales Tax Report, which displays the tax breakdown of each item or transaction that has been taxed upon purchase using the LMS and EXE functionality. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. (Requires CyberSource integration) Reports - Billing
User Billing Report Grants access to User Billing Report, which displays all learning transactions for a specified date period, grouped by user. Reports - Billing
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Budget Status Report Grants access to Budget Status Report, which displays the current budget status of all users in the report criteria for a given compensation task. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Compensation
Bulk Compensation Statements Grants access to Bulk Compensation Statements Report, which generates compensation statements for multiple employees in a single report. Reports - Compensation
Compensation Adjustment Guidelines Report Grants access to Compensation Adjustment Guidelines report, which displays adjustment guidelines that apply to an employee during a specific period for a particular compensation component. Reports - Compensation
Compensation Adjustment Report Provides access to the Compensation Adjustment Report, which displays adjustments for base, bonus, and/or equity for employees within a compensation task. This permission can be constrained by OU, User's OU, User, and User's Subordinates. Reports - Compensation
Compensation Audit History Report Grants access to Compensation Audit History report, which displays the comment audit history for compensation tasks. Reports - Compensation
Compensation EEO Report Grants access to Compensation Equal Employment Opportunity Report, which displays EEO data and compensation information for a specific task. In order to run this report, EEO data such as gender and diversity needs to be loaded into the system. This is an administrator permission. Reports - Compensation
Compensation Modeling Report Grants access to Compensation Modeling Report, which displays budget projections based on compensation modeling tasks. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Compensation
Compensation Promotion Report Grants access to Compensation Promotion Report, which reports on the promotion details within compensation tasks. Reports - Compensation
Compensation Statement Report Grants access to Compensation Statement Report which enables printing the compensation statement for one user at a time. This permission can be constrained by Employee Relationship, OU, User's OU, User Self and Subordinates, and User's Subordinates. Reports - Compensation
Deferral Payments Report Grants access to Deferral Payments Report, which tracks payment schedules of deferred compensation for a population of users. This permission can be constrained by OU, User's OU, User, and User's Subordinates. Reports - Compensation
Employee Salary Range Report Grants access to Employee Salary Range Report, which displays the salary range of each employee in the report criteria. Reports - Compensation
Individual Targets Report Grants access to Individual Targets Report, which reports on users' target values for defined Bonus and Equity components for a specific date period. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, and User's Subordinates. Reports - Compensation
Pay For Performance Report Grants access to Pay For Performance Report, which displays the comparison of adjusted compensation for an employee against specific performance metrics for a given task. Reports - Compensation
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Connect Community Report Grants access to Connect Community Report, which displays community-specific information including designated community leaders, member count and community type. Reports - Connect
Connect Profile Comments Report Grants access to Connect Profile Comments Report, which displays comments that have been left on users' Connect Profiles. Reports - Connect
Connect Topic Expert Report Grants access to Connect Topic Expert Report, which displays topics that users have been designated Topic Experts for and the number of questions they have answered. Reports - Connect
Connect Topic Moderator Report Grants access to Connect Topic Moderator Report, which displays topics that users have been designated Topic Moderators for and the number of postings associated with those topics. Reports - Connect
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Dashboard - Create Grants the ability to create a dashboard of one or more graphical standard reports and/or charts that can be saved and refreshed at-will to update the results on an ongoing basis. User must also have permission for at least one of the standard reports that are designated for use in dashboards, or for a Reporting 2.0 report with chart that has been published to Dashboards. If a user does not have permission to view a report type, the user cannot add that report type to the dashboard. Reports - Dashboards
Dashboard - Share Grants the ability to share a dashboard created by self with other users within the portal who may then view and refresh the results of the dashboard at-will. This permission works in conjunction with the Create Dashboard permission. Reports - Dashboards
Dashboard - View

Grants the ability to view dashboards created by self or shared by others. User must also have permission to view the standard, custom or Reporting 2.0 reports that are included in any shared dashboards. If a user does not have permission to view a report type, the user cannot view that report type within the dashboard. This is an end user permission.

 Reports - Dashboards
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
ILT Enrollment Summary Report Grants access to ILT Enrollment Summary report, which displays enrollment summary information for Instructor Led training sessions. Reports - ILT
ILT Interest Tracking Report Grants access to the Interest Tracking report which displays ILT events for which users have expressed interest in attending future sessions. Reports - ILT
ILT No-Show Report Grants access to No-Show Report, which displays attendance rates and lists of no-shows (registered students who did not attend any parts of the session) for each instructor led training session. Reports - ILT
ILT Requests Summary Report Grants access to ILT Requests Summary Report, which displays a summary of requests for each instructor led training session made by a specified population of users. Reports - ILT
ILT Session Cancellation Report Grants access to ILT Session Cancellation Report, which displays a list of cancelled instructor led training sessions, including reason for cancellation. Reports - ILT
ILT Session Cost Report Grants access to ILT Session Cost Report, which displays the costs associated with each instructor led training session. The costs categories are portal specific and cost dollars are set at the session level by ILT administrators when creating sessions. Reports - ILT
ILT Session Withdrawal Report Grants access to ILT Session Withdrawal Report, which displays a list of users who registered for instructor led training sessions and later withdrew their registration, including reasons for withdrawal. Reports - ILT
Instructor Calendar Report Grants access to Instructor Calendar Report, which displays scheduled ILT sessions for instructors for a one week period. Reports - ILT
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Average Competency Rating Report Grants access to Average Competency Rating Report, which displays average competency ratings in columns, by user for a particular competency assessment task. Reports - Performance
Competency Assessment Freeform Question Report Grants access to Assessment Freeform Question report, which reports on responses to freeform questions from within a competency assessment tasks. Reports - Performance
Competency Assessment Gap Analysis Report Grants access to Competency Assessment Gap Analysis Report, which displays an aggregate gap analysis of each competency in an assessment for a group of users. This permission can be constrained by OU and User's OU. Reports - Performance
Competency Assessment Response Report Grants access to Competency Assessment Response Report, which displays the percentage breakdown of responses per item/behavior within a competency assessment. Reports - Performance
Competency Assessment Score Comparison Report Grants access to Assessment Score Comparison Report, which displays the percentage breakdown of competency assessment responses by item/behavior. This permission can be constrained by User Self and Subordinates. Reports - Performance
Development Plan Exception Report Grants access to the Development Plan Exception report, which displays all users who do not have an active approved development plan within a specific time period. Reports - Performance
Development Plan Group Details Report Grants access to Development Plan Group Details report, which displays the details of each development plan for a selected group of users that fall within a specific time period. Reports - Performance
Development Plan Status Report Grants access to the Development Plan Status report, which summarizes the status of all development plans for specific users during a specific time period. Reports - Performance
Employee Competency Current Ratings Report Grants access to Employee Competency Current Ratings Report, which displays current competency ratings from the user's resume or competency assessment, whichever is more recent. Reports - Performance
Employee Peers Report Grants access to Employee Peers Report, which displays approved peers for any group of users in the organization. Reports - Performance
Enterprise Competencies Report Grants access to Enterprise Competencies Report, which allows comparison of average competency scores of two groups of users. This permission can be constrained by User Self and Subordinates. Reports - Performance
Goal Details Report Grants access to Goal Details Report, which displays the details of each goal a user owns that fall within a specific time period. This permission can be constrained by OU, User's OU, and User Self and Subordinates. Reports - Performance
Goal Exception Report Grants access to Goal Exception Report, which displays all users who do not have an active approved goal within a specific time period. This permission can be constrained by OU, User's OU, and User Self and Subordinates. Reports - Performance
Goal Hierarchy Report Grants access to Goal Hierarchy Report, which displays a visual representation of the full hierarchy for a specified user's goals. Reports - Performance
Goal Progress Report Grants access to Goal Progress Report, which summarizes the progress of all goals for specific users during a specific time period. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Performance
Goal Status Report Grants access to the Goal Status Report, which summarizes the status of all goals for specific users during a specified date range. Reports - Performance
Goal Target Report Grants access to the Goal Target report, which summarizes all goal targets for specific users during a specific time period, regardless of the goal to which they belong. This report can be run on multiple users, but is always grouped by user. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Performance
Goal Tasks Summary Report Grants access to Goal Tasks Summary Report, which summarizes all goal tasks for specific users during a specific time period, regardless of the goal to which each task belongs. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Performance
Individual Competency Ratings Analysis Report Grants access to Individual Competency Ratings Analysis Report, which displays assessment results in detail for one or more users. This permission can be constrained by User Self and Subordinates, OU, and User's OU. Reports - Performance
Observation Checklist Comments Report Grants access to Observation Checklist Notes report, which displays notes made on observation checklists. This permission can be constrained by User Self and Subordinates, OU, User’s OU, and User. Reports - Performance
Observation Checklist Report Grants access to the Observation Checklist report, which enables administrators to report on Observation Checklist data. This permission can be constrained by User Self and Subordinates, OU, User’s OU, and User. Reports - Performance
Performance - Task User Status Grants access to Task User Status Report. This permission can be constrained by OU, User's OU, User's Self and Subordinates, and User. Reports - Performance
Performance Review Details Report Grants access to Performance Review Group Details report, which can display multiple performance reviews for the same user within a given time range, all in a single PDF output. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, and User's Subordinates. Reports - Performance
Performance Review Distribution Report Grants access to Performance Review Distribution Report, which provides a graphical representation of the distribution of ratings for a given performance review task. This permission can be constrained by OU, User's OU, User's Self and Subordinates, and User's Subordinates. Reports - Performance
Performance Review Report Grants access to Performance Review report, which allows display and printing of a specific performance review for one user at a time. The constraints on this permission also determine for which users the administrator can print the review task PDF and review attachments when viewing the performance review task details. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Performance
Performance Review Rating Report Grants access to Performance Review Rating Report, which displays performance review task overall and section ratings for multiple users. This permission can be constrained by OU, User's OU, User's Self and Subordinates, User, and User's Subordinates. Reports - Performance
Performance Review Section Rating Comparison Report Grants access to Performance Review Section Rating Comparison Report, which displays individual question ratings for a review section of a performance review task for a group of users. This permission can be constrained by OU, User's OU, and User's Subordinates. Reports - Performance
Performance Review Step Status Report Grants access to Performance Review Step Status Report, which displays the status of review steps within a performance review task. This permission can be constrained by OU, User's OU, User's Direct Reports, and User Self and Subordinates. The permission constraints determine which users are available within the report. Note: If the user's permission is also constrained by User Self and Subordinates, then this overrides the User's Direct Reports constraint. Reports - Performance
Skills Matrix Report Grants access to Skills Matrix Report, which displays an aggregate gap analysis of each competency in an assessment for a group of users. This permission can be constrained by OU, User's OU, and User Self and Subordinates. Reports - Performance
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Applicant Compliance Report Grants access to the Applicant Compliance Report, which tracks applicants' self-reported responses to disability, gender, race, ethnicity, and EEO questions. Reports - Recruiting
Applications by Source and Status Report Grants access to the Applications by Source and Status report, which displays source data for all applications. Reports - Recruiting
Cost per Hire Report Grants access to the Cost per Hire report, which displays the costs tracked for recruiting. This permission cannot be constrained. Reports - Recruiting
Custom Form Data Report Grants access to the Custom Form Data Report, which displays data collected through forms. This permission can be constrained by OU and User's OU. Reports - Recruiting
Hires By Source Report Grants access to the Hires by Source report, which tracks the sources through which new hires applied for a requisition. Reports - Recruiting
Recruiting Agency Statistics Report Grants access to the Recruiting Agency Statistics report, which displays recruiting agency submission details. This permission cannot be constrained. Reports - Recruiting
Referral Statistics Report Grants access to Referral Statistics report, which displays summary or detailed information on referrals by users and whether a bonus is owed on referrals. Reports - Recruiting
Requisition Details Report Grants access to the Requisition Details report, which displays details of requisitions in the portal. This permission cannot be constrained. Reports - Recruiting
Saved Applicant Searches Report Grants access to the Saved Applicant Searches report, which displays saved applicant search details. Reports - Recruiting
Scheduled Interviews Report Grants access to the Scheduled Interviews report, which displays scheduled interviews by date, interviewer, location or applicant. This permission cannot be constrained. Reports - Recruiting
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Dashboards Details Report Grants access to view the Dashboards Details Report, which displays details related to the dashboards in their portal, such as the dashboard creator and with whom the dashboard is shared. This permission cannot be constrained. This is an administrator permission. Reports - System
Groups Criteria Report Grants access to the Group Criteria Report, which enables organizations to retrieve the criteria defined for one or more groups in their portal. This permission cannot be constrained. Reports - System
Login Report Grants access to the Login Report, which enables organizations to report which users have logged in to the portal and when. This permission cannot be constrained. Reports - System
OU Audit Report Grants access to OU Audit report, which displays audit information for changes made to organizational units. This permission can be constrained by OU, User's OU, and User's Corporation. Reports - System
OU Hierarchy Report Grants access to OU Hierarchy Report, which displays details of each organizational unit for a selected OU type. Reports - System
Proxy as User Report Grants access to the Proxy as User Report, which enables organizations to report on which users have logged in to the portal and when. This permission cannot be constrained. Reports - System
Reporting 2.0 Delivery Log Grants access to view the Reporting 2.0 Delivery Log, which displays user-level information about deliveries for your Reporting 2.0 Reports. Reports - System
Reporting 2.0 Report Details

Grants access to view the Reporting 2.0 Report Details, which displays information about the Reporting 2.0 reports created and ran.

The Reporting 2.0 Report Details permission can be constrained by OU and User constraints. The constraints apply to the recipient user.

The Reporting 2.0 Report Details permission will be assigned to the Cornerstone Administrator and System Administrator roles by default.

 Reports - System
Security Role Report Grants access to view the User Roles, Permission and Constraints Report, which displays user level information about roles, permissions and constraints. This permission cannot be constrained. Reports - System
Security Role - Audit Report Grants access to the Security Role - Audit Report, which enables organizations to report on which users have been assigned to which security roles and the security role modification history. This permission cannot be constrained. Reports - System
Security Role - User Permission Report Grants access to the Security Role - User Permission Report, which enables organizations to report on the roles assigned to a user and the permissions and constraints associated with those roles. This permission cannot be constrained. Reports - System
User Audit Report - Detailed Grants access to the User Audit standard report, which displays detailed changes to user data. Users with this permission must also have permission to view user fields in other areas of the system. The users and fields available in this report are controlled by additional permissions. This permission can be constrained by OU, User's OU, User's Subordinates, User's Direct Subordinates, User's Self, User Self and Subordinates, User, and Employee Relationship. The constraints on this permission limit the users and OUs that are available when running the report. This is an administrator permission. Reports - System
User Record as of a Date Grants access to run the User Record as of a Date report, which displays user data as of a specified effective date. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. The constraints on this permission limit the users and OUs that are available when running the report. Also, the constraints are based on the data as of the effective date of the report. This is an administrator permission. Reports - System
User Record Audit Report Grants access to User Record Audit report, which displays user record modification history. The selected constraints function independently and are then combined to determine the availability for this report. Reports - System
User's OUs and Groups Report Grants access to User's OUs & Groups Report, which lists all of the OUs and Groups to which a user belongs, and can include OUs and Groups to which a user has belonged in the past. Reports - System
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Resume and Career Preferences Report Grants access to Resume and Career Preferences PDF Report, for 1-100 users at a time. Reports - Talent/Succession
Resume Section Details Report Grants access to Resume Section Details Report, which allows reporting on a designated Resume section and its corresponding fields, of the Resume. Reports - Talent/Succession
SMP External Candidate Report Grants access to SMP External Candidate Report, which displays the external candidates added as successors for a specific SMP task. This permission cannot be constrained. Reports - Talent/Succession
SMP Metric Grid - Calibration Allows for calibration on the SMP Metric Grid report (ability to move users from one grid position to another and save the changes to the related SMP task). This permission works in conjunction with the SMP Metric Grid Report permission; user must have both permissions in order to enable calibration access to the metric grid report. This is an administrator permission. Reports - Talent/Succession
SMP Metric Grid Report Grants access to SMP Metric Grid report, which displays the grid rating of users on an SMP metric grid. Report can be run for most recent grid rating across multiple SMP tasks, or from a specific SMP task. This permission can be constrained by OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. The permission constraints determine which users are available within the report. Note: If the user's permission is also constrained by User Self and Subordinates, then this overrides the User's Direct Reports constraint. Reports - Talent/Succession
SMP PowerPoint Template Report Grants ability to create custom PowerPoint templates with which to report on incumbents for an SMP task. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Reports - Talent/Succession
SMP Resume/Feedback Report Grants access to SMP Resume/Feedback Report, which displays responses to SMP task Resume/Feedback sub-step for a group of users. This permission can be constrained by OU and User's OU. Reports - Talent/Succession
SMP Succession Report Grants access to SMP Succession Report which displays most recently named successors for a group of users, or successors named in a specific SMP task. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Talent/Succession
SMP Survey Step Report Grants access to SMP Survey Step Report, which displays the answers to questions from a survey step within a SMP task. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Talent/Succession
Succession Management Plan Report Grants access to Succession Management Plan report, which displays the selected sections of a Succession Management Plan Task of a specific assessor. This permission can be constrained by OU, User's OU, User's Direct Reports, User Self and Subordinates, and User. The permission constraints determine which users are available within the report. Note: If the user's permission is also constrained by User Self and Subordinates, then this overrides the User's Direct Reports constraint. Reports - Talent/Succession
Succession Metric Ratings Report Grants access to Succession Metric Ratings Report, which displays all the ratings for a rating scale metric on a SMP task for a set of users. This permission can be constrained by OU and User's OU. Reports - Talent/Succession
Successor Details by Incumbent Report Grants access to Successor Details by Incumbent, which displays the most recently nominated successors, or nominated successors from a specific SMP task, for a group of incumbent employees. The report can include multiple successor metrics and/or custom user fields. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Talent/Succession
Successor Details by Successor Report Grants access to Successor Details by Successor, which displays the most recent positions or incumbents for which a user is nominated as a successor to fill or replace, or from a specific SMP task. The report can include multiple successor metrics and/or custom user fields. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Talent/Succession
Talent Pool Details Report Grants access to Talent Pool Details Report, which displays users for a given talent pool, including their date added and talent pool status. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. Reports - Talent/Succession
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Employee Transcripts - Manager/Approver Access

Grants access to transcript (training record) screen of those for whom user is designated manager, approver or cost center approver. System administrators can access all user transcripts from this page. Link to this screen appears under Standard Reports/Track Employees. This is a manager/approver permission. This permission can be constrained by Employee Relationship and User's Direct Subordinates.

Note: The Employee Relationship constraint allows administrators to constrain the permission to a user’s custom employee relationship. For example, an administrator can select to restrict the Matrix Manager relationship to viewing user data for users who have that Matrix Manager indicated on their user record.

Note: The User's Direct Subordinates constraint allows administrators to constrain the data that a user can view to only the data for their direct reports. The user will not be able to view their own data with this constraint.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee
Form Management Status Report Grants access to Form Management Status report, which displays form task status summary by user. Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role. Reports - Track Employee
ILT No Show Report - Manager Version Grants access to manager version of the ILT No Show Report, which displays attendance summaries and lists of subordinates who were registered for but did not attend any parts of instructor led training sessions. Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role. Reports - Track Employee
ILT Session Withdrawal Report - Manager Version

Grants access to Session Withdrawal report for subordinates of the user. The report displays subordinates who registered and later withdrew their registration, including reasons for withdrawal. This is a manager report. This permission can be constrained by Employee Relationship and User's Direct Subordinates.

Note: The Employee Relationship constraint allows administrators to constrain the permission to a user’s custom employee relationship. For example, an administrator can select to restrict the Matrix Manager relationship to viewing user data for users who have that Matrix Manager indicated on their user record.

Note: The User's Direct Subordinates constraint allows administrators to constrain the data that a user can view to only the data for their direct reports. The user will not be able to view their own data with this constraint.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee
Past Training Requests Report

Grants access to Past Requests, an interactive report that displays training requests the user has already approved, deferred, or denied. The user may change the approval decision for training that an employee has not yet registered for. This is an approver permission.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee
Track Employees - Employee Records

Grants access to Employee Records, enabling manager to view basic user and transcript data for a single direct or indirect report. This is a manager permission. This permission can be constrained by User's Direct Subordinates.

Note: The User's Direct Subordinates constraint allows administrators to constrain the data that a user can view to only the data for their direct reports. The user will not be able to view their own data with this constraint.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee
Track Employees - Past Due Report Grants access to Employee Past Due report, which displays past due training for subordinate employees (system administrators see all employees). This is a manager report. Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role. Reports - Track Employee
Track Employees - Training Progress Pie Chart

Grants access to Employee Training Progress Summary Report, a pie chart report that displays transcript status on a single learning object for a manager's direct reports. This is a manager permission. This permission can be constrained by Employee Relationship and User's Direct Subordinates.

Note: The Employee Relationship constraint allows administrators to constrain the permission to a user’s custom employee relationship. For example, an administrator can select to restrict the Matrix Manager relationship to viewing user data for users who have that Matrix Manager indicated on their user record.

Note: The User's Direct Subordinates constraint allows administrators to constrain the data that a user can view to only the data for their direct reports. The user will not be able to view their own data with this constraint.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee
Track Employees - Training Status Summary Report

Grants access to Employee Training Status Summary Report, which displays transcript status of all training for a manager's direct reports, and allows the manager to view the transcript details for any learning object listed on the report. This is a manager permission. This permission can be constrained by Employee Relationship and User's Direct Subordinates.

Note: The Employee Relationship constraint allows administrators to constrain the permission to a user’s custom employee relationship. For example, an administrator can select to restrict the Matrix Manager relationship to viewing user data for users who have that Matrix Manager indicated on their user record.

Note: The User's Direct Subordinates constraint allows administrators to constrain the data that a user can view to only the data for their direct reports. The user will not be able to view their own data with this constraint.

Note: By design, for any Track Employees report permission that is included in the Manager default security role, all of the manager's direct and indirect reports are included in the constraints, even if they are not selected in the permission constraints for the role.

Reports - Track Employee
PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Certification Summary Report Grants access to Certification Summary report, which displays summary information on users' certification statuses on one or more certifications. Reports - Training
Certifications Details Report Grants access to Certifications Details Report, which displays users' progress for each learning object within a certification. Reports - Training
Content Provider Summary Report Grants access to Content Provider Summary Report, which displays training Registration, Completion, and In Progress transcript status totals per provider. Reports - Training
Course Assessment Question Item Analysis Report Provides access to Course Assessment Question Item Analysis report, which displays SCORM 2004 online course assessment data organized by question components. Reports - Training
Course Assessment Results Report Grants access to the Course Assessment Results Report, which displays a summary of information for SCORM 2004 online course assessment data. This report is used to report on course test data. The constraints that are placed upon this permission limit the users that are available when running the report. Reports - Training
Curriculum Report Grants access to Curriculum Report which displays user progress for a curriculum at a summary or detailed level. Reports - Training
Divisional Incomplete Online Training Report Grants access to Divisional Incomplete Training Report, which displays training not completed by those assigned to user's own division within 30, 60, 90 or 120 days of registration. Reports - Training
Divisional Training Report Grants access to Divisional Training Report, which displays training statuses for all LOs assigned or requested by those assigned to user's own division within a specified period of time. Reports - Training
Enterprise Incomplete Training Report Grants access to Incomplete Training Report, which displays training not completed within 30, 60, 90 or 120 days of registration. Reports - Training
Enterprise Past Due Training Report Grants access to Enterprise Past Due Training Report, which displays list of employees with incomplete training for which the assigned due date has passed. Reports - Training
Enterprise Training Report Grants access to the Enterprise Training Report, which displays training statuses for all LOs assigned or requested by users within a specified period of time. Reports - Training
Exception Training Report Grants access to Exception Training Report, which displays a list of users who do not have a specific learning object on their learning transcript within a specified date range. Reports - Training
ILT Interest Tracking Report Grants access to the Interest Tracking report which displays ILT events for which users have expressed interest in attending future sessions. Reports - ILT
Learning Evaluation Comparison Report Grants access to the Learning Evaluation Comparison report, which compares the average pre and post training test scores for a group of training items. Reports - Training
Level 1 Evaluation Report Grants access to Level 1 Evaluation report, which will return results for a single level 1 evaluation based on selected criteria. Reports - Training
Level 2 Evaluation Report Grants access to the Level 2 Evaluation report, which compares pre and post training test scores for a particular training item. Reports - Training
LO Equivalency Report Grants access to LO Equivalency Report which allows administrators to view all items that are set to equivalent in the course catalog. Reports - Training
Online Course Attempts Report Grants access to Online Course Attempts Report, which displays registration number, transcript status and score for recurring and non-recurring training. Reports - Training
Online Training Status Report Grants access to Online Training Status Report, which displays transcript status and progress information for online training courses. Reports - Training
Required Class Completion Report Grants access to Required Class Completion Report, which displays users' transcript statuses for learning objects that are designated as required when setting user availability. Reports - Training
Required/Suggested Training Report Grants access to Required/Suggested Training Report, which displays courses designated as required or suggested for a population of users. Reports - Training
SCORM 2004 Course Progress Chart Report Grants access to the SCORM 2004 Course Progress Chart Report, a report that displays various types of summary and detail information for results on a SCORM 2004 course for a manager's subordinates. This permission cannot be constrained. This is a manager permission. Reports - Training
Survey Report Grants access to the Survey Report, which displays summary of responses for a particular survey task or view cumulative responses from all instances of this survey over a certain time period. This permission can be constrained by OU, User's OU, User, and User Self and Subordinates. Reports - Training
Test Analysis Report Grants access to Test Analysis report, which displays summary information about users' test attempts, grouped by test name. Reports - Training
Test Question Item Analysis Report Grants access to Test Question Item Analysis report, which displays summary data about user responses to test questions. This permission can be constrained by OU, User’s OU, User’s Self and Subordinates, and Provider. Reports - Training
Top Training Registrations Report Grants access to Top Training Registration Report, which displays learning objects with most frequent registrations within a specified time period. User may choose from a drop down to control the total number of courses to include in the report. Reports - Training
Training - Curriculum Details Report Grants access to Curriculum Details report, which displays statuses for all learning objects within one or more curricula. This permission can be constrained by OU, User's OU, and User Self And Subordinates. Reports - Training
Training Acknowledgement Report Grants access to Training Acknowledgement Report, which displays summary information for completed training acknowledgements, including comments. Reports - Training
Training Demand Forecast Accuracy Report Grants access to the Training Demand Forecast Accuracy report, which compares a training plan forecast with transcript data. Reports - Training
Training Demand Forecast Summary Report Grants access to the Training Demand Forecast Summary report, which enables the administrator to report on training plans and training need requests. This permission can be constrained by OU, User's OU, User's Self and Subordinates, and User. Reports - Training
Training Evaluation Report Grants access to the Training Evaluation report, which displays summary information from completed learning evaluations, levels 1,2 (non-scored) and 3. Reports - Training
Training Hours Report Grants access to Training Hours Report, which displays training hours completed by populations of users. This permission can be constrained by User's Corporation, User's OU, and OU. Reports - Training
Training Progress Summary Pie Chart Report Grants access to Training Progress Summary Pie Chart Report, which displays the percentage of users with certain transcript statuses for a particular learning object. This permission can be constrained by User Self and Subordinates, User's LO Availability, User's Corporation, OU, User's OU, and Training Item. Reports - Training
Training Unit (Key Code) Report Grants access to Training Unit (Key Code) report, which displays the activity for a specific key code during a specific time period. Reports - Training
Training Unit Purchase Report Grants access to the Training Unit Purchase report, which tracks training units purchased by users. Reports - Training
Training Unit Redemption Report Grants access to the Training Unit Redemption report, which tracks training units redeemed by users. Reports - Training
Training Unit User Report Grants access to the Training Unit User report, which tracks the number of training units in a user's account. Reports - Training
Transcript Status Report Grants access to Transcript Status Report, which displays status and progress information on a user's transcript for one or multiple users. Reports - Training
User Transcript Audit Report Grants access to User Transcript Audit report, which displays user transcript approval history from the Training Details page for any training in the transcript. The report results are limited by the permission constraints. The selected constraints function independently and are then combined to determine the availability for this report. Reports - Training

Additional Permissions

A full list of all permissions is also available. See Security Permissions.