Access reports

Required permission

• Cloud Analytics

Access reports

To access Cloud Analytics reports:

1. Select Analytics from the top navigation bar, and then select Reports.

   

   There are different types of reports: Preset reports, Managed reports, and Custom reports.

   Preset reports and managed reports are maintained by DoiT. You can create custom reports based on an existing report, or completely from scratch.

2. Select a report name on the main Reports screen to view it.

   

   Tip

   Select the three dots menu (⋮) in the report title bar and choose Report configuration to view the report details.

Permissions on custom reports

A custom report is visible only to those with whom the owner has shared it. See Share reports: Summary for quick reference.

If you've set up the Organizations feature, note that reports shared outside an organization are not visible within.

Edit permissions

Users with the Admin role can bulk edit permissions on custom reports that have been shared with them.

1. Select the checkboxes of the target custom reports.

2. Select Edit permissions.

   

You can change the permission of individual users or your whole team to Viewer, Editor, or remove their access. You can also transfer the ownership of a report to an individual user.