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DataAnalytics Quick ReferenceAnalytics roles

List of Permissions for Reporting Roles

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This document provides a list of permissions for Reporting roles, detailing the capabilities for viewing and managing analytics, including dashboard and card operations.

Permission

Description

View Analytics

This permission enables users to:

  • View the Dashboard

    View or export cards

    • Filter the data that is displayed on cards (based on pre-selected fields from dataset), but not save any changes.

      Group the data that is displayed on cards (based on pre-selected fields from dataset), but not save any changes.

      Modify the chart types of cards, but not save any changes.

For more information, see Using the Dashboard and Using the Explorer.

Manage Analytics

This permission enables users to:

  • View and edit the Dashboard, including:

    • Pin cards to the Dashboard and unpin cards from the Dashboard.

      Rearrange and resize cards that have been pinned to the Dashboard.

      Change display options for cards that have been pinned to the Dashboard, including the ability to switch between headline numbers and charts.

  • View, export, edit, clone, create, and delete cards.

    View, export, edit, clone, create, and delete datasets.

For more information, see Using the Dashboard and Using the Explorer.