Difference between revisions of "Create/Delete Views/Reports/Homepages"
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This permission | This permission gives users the ability to create or delete [[Views]], [[Reports]] or [[Dashboard]]s. | ||
:;Considerations: | :;Considerations: | ||
:*The ''{{PAGENAME}}'' permission is enabled by default | :*The ''{{PAGENAME}}'' permission is enabled by default in all new [[Access Profiles]] | ||
:*If ''[[Global Views/Reports]]'' permission is enabled | :*If ''[[Global Views/Reports]]'' permission is enabled, then ''{{PAGENAME}}'' permission is Enabled (as an override) | ||
:*If ''[[Make Views/Reports Visible to Others]]'' permission is enabled | :*If ''[[Make Views/Reports Visible to Others]]'' permission is enabled, then ''{{PAGENAME}}'' permission is Enabled (as an override) | ||
:*The ''{{PAGENAME}}'' permission is set in [[Administrative Permissions]] | :*The ''{{PAGENAME}}'' permission is set in [[Administrative Permissions]] | ||
:;About User-Created Views and Reports: | :;About User-Created Views and Reports: | ||
:{{:About Creating Views, Reports or | :{{:About Creating Views, Reports or Dashboards}} | ||
:;How it Works: | :;How it Works: | ||
:The following actions are available in Views, Reports and | :The following actions are available in Views, Reports and Dashboards elements when the ''Create/Delete Views/Reports/Homepages'' permission is enabled or disabled: | ||
::{| border="1" cellpadding="10" cellspacing="0" | ::{| border="1" cellpadding="10" cellspacing="0" | ||
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Dashboards | |||
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*Can create new Pages | *Can create new Pages |
Latest revision as of 23:03, 22 October 2013
This permission gives users the ability to create or delete Views, Reports or Dashboards.
- Considerations
- The Create/Delete Views/Reports/Homepages permission is enabled by default in all new Access Profiles
- If Global Views/Reports permission is enabled, then Create/Delete Views/Reports/Homepages permission is Enabled (as an override)
- If Make Views/Reports Visible to Others permission is enabled, then Create/Delete Views/Reports/Homepages permission is Enabled (as an override)
- The Create/Delete Views/Reports/Homepages permission is set in Administrative Permissions
- About User-Created Views and Reports
- About Creating Views, Reports or Dashboards
- How it Works
- The following actions are available in Views, Reports and Dashboards elements when the Create/Delete Views/Reports/Homepages permission is enabled or disabled:
Create/Delete Views/Reports/Homepages Element Enabled Disabled Views
- Can create new Views
- Can see, edit, save/save as, delete self-created Views
- Can see Views created by other users, if the User has Visibility rights to the view
- Can use the [Save] or [Save As] actions to modify or clone a self-created View
- Can use the [Save As] action to modify or clone a Default/System-Generated Views, or Views created by other users
- [View] or [Edit]/[Save As] views created by other Users, if the User has Visibility rights to the view
- Can view self-created Views
- Can not use the [Save] or [Save As] actions
Reports
- Can create new Reports
- Can [Run], [Customize], [Save]/[Save As] or [Delete] self-created Reports
- Can [Run], [Customize]/[Save As] Default/System-Generated Reports or Reports created by other users
- Can use the [Save] or [Save As] actions to modify or clone a Report
- Can [Run] self-created Reports
- Can [Run] Reports created by other users
- Can not [Delete] any reports
Dashboards
- Can create new Pages
- Can [Edit] self-created Pages
- Can use the [Save As] actions to clone existing Pages
- Can [Delete] self-created Pages
- Can see Pages created by other users, if the User has Visibility rights to the page
- Cannot [Edit] or [Delete] Pages created by other users
- Can add a Widget to self-created Pages; Can edit, delete or reposition Widgets in self-created Pages
- Can minimize/maximize Widget
- About [Save] and [Save As]
-
- The [Save] and [Save As] actions allow reports to be saved to these folders:
- My Report
- Unfiled Public Report
- Folder(s) created by the User
- Folder(s) the User can access, as determined by Folder Visibility settings
- [Save] replaces the original report
- [Save As] makes a copy of the report to the selected folder