This guide helps a new user start with Advanced Reporting quickly and correctly.
Before you start
- You must be able to open
Main > Analytics > Reports. - Feature access is controlled by permissions and item-level sharing.
Permissions used in Advanced Reporting
- View Reports: Open reports/dashboards and run views.
- Create Reports: Create folders, reports, dashboards.
- Edit Reports: Edit existing assets where item access allows.
- Delete Reports: Delete reports/dashboards/folders where manage access exists.
- Export Reports: Export report output.
Two working scopes
- My Folders: Your owned/managed library (root: My Custom Reports).
- Shared With Me: Library shared to you by others (view/edit based on share).
Core object model
- Folder: Container for reports and dashboards. Can have subfolders.
- Report: Query + fields + filters + visual logic.
- Dashboard: Board of report cards/widgets with layout + common filters.
Create your first assets
- Open
Main > Analytics > Reports. - Click Add and create a folder (optional but recommended).
- Click Add > Report, then define source, fields, filters, and visuals.
- Save the report.
- Click Add > Dashboard, add your report(s), configure layout, then save.
How access states appear
- View only: You can run/open but not edit.
- Edit: You can modify structure and settings.
- Manage: You can perform management actions like move/delete where applicable.
- Private indicator: Some reports show private status and require explicit share.
If you cannot open an item
- Use the in-app access request flow (View or Edit request).
- Add an optional note so the owner/reviewer can approve faster.
Next step: Continue with Report Creator (Advanced Reports).