Who Can View Or Publish Report Data?

Who Can View Or Publish Report Data?

Both full and limited admins can generate and view reports. However, only full admins can publish, update, or delete reports to the report dashboard.

Also, when a report renders data, it automatically filters data as per what the user is authorized to see. For example, if you have a hidden plan, and a user is not authorized to view this plan, reports will be rendered as if the plan did not exist (nor its associated calculationscreditsrewards, etc.).

If you publish a report scoped to a hidden plan / calculation to the dashboard, and a user is not authorized to view this plan, the entire report will not be shown at all on the dashboard.

In other terms, reports always ensure users can only see what they are supposed to.

    • Related Articles

    • How Does Sales Cookie Retrieve SFDC Data?

      Securing Access When you add a SalesForce connection to your workspace, you specify an account to use for authentication purposes. You can restrict permissions as needed, for example: Only grant this account read-only access Only grant this account ...
    • How Is Multi-Source Transaction Data Handled?

      Sales Cookie stores transactions in a data pool. If you import data from multiple data sources (each with different field names), you can: Refer to original field names (from each data source) BUT ALSO Work across data sources via mapped system ...
    • Who Can View Whose Commission Statement (Permissions / Hierarchies)?

      This article describes rules applied to determine who can view whose commission statement. First, to allow user A to view the commission statement of user B, you need to either a/ define a team hierarchy or b/ a direct manager hierarchy. Learn more ...
    • What Does "Exit Demo Mode" Do - Will My Data Be Lost?

      When you click on "Exit Demo Mode", we: Create a new (empty) production workspace Make you the only full admin of this new workspace Switch your view to this new workspace You can always go back to your demo workspace. To learn more about how to ...
    • How Can I View The Team Hierarchy?

      Here are the steps to view the team hierarchy: Login to your workspace On the left pane, click on "Teams > Hierarchy" You will be presented with a visual representation of the hierarchy You can click on team cards to view more details If the ...