Reports Permissions – Foundant Technologies

Access and interaction with Reports can be controlled by broad permissions and permissions specific to the page.

Navigate to the Reports page and click Permission in the left-side menu.
Click [Show Advanced].
Make applicable changes, and then click Save.

Permissions List

Detailed Area	Description
Categories	Permits the user to create categories for custom reports.
Custom Report Delete	Permits the user to delete a custom report of their own or of an inactive user's shared report. Permits the user to delete a data visualization dashboard.
Custom Reports	Permits the user to see the custom reporting menu on the reports page and to create default reports only. Permits the user to create and view a data visualization dashboard.
Donation Reports	Permits the user to access donation reports from the left menu of the report page. Several reports could be included in this report group. Permits user to access reports from tributes page.
Donor Reports	Permits the user to access donor reports from the left menu of the report page. Several reports could be included in this report group.
Edit Custom Report	Permits the user to filter and export existing custom reports.
Email External Address	Permits the user to email custom reports to any email address. If not set, the user may only email custom reports to users.
Full Access	Permits the user to view, export, filter, and schedule custom reports. Also permits the user to have API ability. When users have both Full Access and Custom Report Delete permissions, they can delete their own reports and any inactive users' reports. If users have Full Access and Custom Report Delete permissions and are part of the Admin group, they can delete any user's reports.
Fund Reports	Permits the user to access fund or funit reports from the left-side menu of the report page. Several reports could be included in this report group.
Grant Reports	Permits the user to access grant reports from the left menu of the report page. Several reports could be included in this report group.
Grantcycle Reports	Permits the user to access grant catalog reports from the left menu of the report page. Several reports could be included in this report group.
Grantee Reports	Permits the user to access grantee reports from the left menu of the report page. Several reports could be included in this report group.
List	Permits the user to see the reports page and print the reports page.
Log	Permits the user to access the log related to specific reports.
Scholarship Reports	Permits the user to access to scholarship reports from the left menu of the report page and the scholarship page. Several reports could be included in this report group.
Vendor Reports	Permits the user to access vendor reports from the left menu of the report page. Several reports could be included in this report group.
Vendor Report Export	Permits the user to vendor report export.
Voucher Reports	Permits the user to access Voucher reports.