Security Roles - Edit reports

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Posted on by Community Member

One of our users is trying to change the name of a report that he created but he doesn't have permission. What permissions need to be granted to edit reports that you have created yourself? He has user permissions on all "reports" already so he should be able to edit reports he has created.

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RaviKashyap 55,410 Moderator on at

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Hi,

Try giving Publish Report access under Core Records >> miscellaneous.

Hope this helps.

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Community Member on at

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I tried that but it didn't work for the user renaming the report. The steps are:

•OpenDynamics (in Edge)

•Go toReport

•Selectreport “Weekly Activities” (a new window opens)

•Editname

•ClickSave and Close

•Error appears

Donna

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Mahadeo Matre 17,021 on at

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To rename report.. user need write permission on report entity..

Security role -->Core records --> Reports --> Give read and Write permission.

save security role and try.

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LeoAlt 16,331 Moderator on at

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Hi partner,

Did he assign his report to others?

If he did this, the owner of his report would change and he wouldn't have the permissions to rename the report.

If he didn't do this, you could check his security role for permissions of Report entity.

He should have user level permissions for reading and writing.

Hope it helps.

Best Regards

Leo

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Community Member on at

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Hi all,

Thanks for trying to help. He has all user permissions on Reports and can publish reports but he still can't edit the report he created. He hasn't reassigned the report and is still the owner.

Any other ideas?

Donna

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Mahadeo Matre 17,021 on at

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Hi,

When you go to reports list or grid and when user selects report, will there is Edit option shown?

Also from customization, user can open report which is opened in edit mode.

If user has all permission.. how user is trying to edit report.. can you please provide screen shot or steps?

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Community Member on at

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The user has permissions on Reports. The steps he is taking are as follows:

Open Dynamics (in Edge)

Go to Report

Select report “Weekly Activities”

Click Edit

(a new window opens)

Edit name

Click Save and Close

(error msg appears)

What else can it be?

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Mahadeo Matre 17,021 on at

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Can you please post error message user is getting when trying to save report.

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