What are the required groups to work with Analytical Reports?

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FAQ KB0546234

Symptom

This article will mainly respond the following questions:

What are the required groups to work with Analytical Reports?
How can I save reports on a Public Reports folder?
How can I edit/manage reports?

Resolution

The report access/management is based on the groups access. To have access to report the user should have other then Report groups, the ones related to the product itself - for example (Purchasing User, etc...) then they'll have the data access view.

The following table shows the groups required and the actions allowed by each of them:

Group Name	Permission Type	Action
Report User	View	Run reports.
	View	View data for themselves and their subordinates in reports.
	Manage	Add reports to the dashboard.
Report Manager	View	Run reports. Also gives access to Buyer Approvals facts (Approval History, Pending Approval and any Approvals facts)
	Create	Create/Edit reports.
	View	View all data in reports.
	View	Run the prepackaged Financial Analysis Report.
	Create	Create reports based on the Financials fact.
	Manage	Add reports to the dashboard.
	Manage	Schedule reports to run in the background.
Report Administrator	View	Run reports.
	Create	Create/Edit reports.
	Manage	Schedule reports to run in the background.
	View	View data for themselves and their subordinates in reports.
	Manage	Add reports to the dashboard.
	Manage	Manage all background report schedules in the site.
Senior Analyst	View	Run reports.
	Create	Create/Edit reports.
	Manage	Schedule reports to run in the background.
	View	View data for themselves and their subordinates in reports.
	Manage	Add reports to the dashboard.
	Manage	Publish reports (save them in the Public Reports folder).

See Also

Note: If you need to add or remove groups from users, please contact your internal admin user to perform the changes. After performing the changes, wait approximately 2 hours to see the changes reflected in the Analytical Reports, as we have an internal sync task that runs automatically.