To learn about each section of building a report, click on the pages below:
Please note that if a report is set to private (Locked), it will not schedule out to recipients, reports need to be set to Full Access. |
Full Access (anyone with RW viewer or designer access can see and edit these)
None (this means the report is private only to the owner)
Read Only (can still see the edit option but changes won’t save)
View Only (the pencil and delete icons disappear but they can edit filters)
Locked (no pencil/delete icons & filters are locked)
Each of these option needs to be tested with incognito browsers and logging in as users (impersonating users does not work with report writer - it will cache)
The correct data sources to use for the different types of custom fields can be found here.
On this page: