Report Builder Step 3

Report Permissions & Templates

TABLE OF CONTENTS

• Report Permissions & Templates
• Click Next Step to proceed or click Prev Step to return to the previous page.

Configure access and optional templates.

• Report Permissions
  Assign user/group access:

  • View Access – Can run the report.

  • Edit Access – Can run and clone the report.

  • Admin Access – Full access, including editing, sharing, and deleting.

• Template Files
  Upload a custom Excel file with preferred formatting for the exported report. Click Browse Files to upload.

Click Next Step to proceed or click Prev Step to return to the previous page.

Next Step: Click here for details on Step 4 of the Report Builder