Create/Delete Views/Reports/Homepages
From AgileApps Support Wiki
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