Access controls for report views

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Reporting — Access Controls for Report Views

Control whether your saved report configurations are private or shared with other Data Trust users.

Overview

Data Trust allows you to control the visibility of saved report configurations. When saving a report, you can set it as Private (visible only to you) or Shared (visible to all users). The Access Controls for Report Views feature lets you update these access settings on existing saved reports at any time after creation.

Prerequisites

• You are logged in to Data Trust with a Pro-User or Admin Pro-User role.
• At least one saved report configuration exists.

Opening the Saved Reports Panel

Path: Data Trust › Reporting › Any Dashboard › Reports Icon

Figure 1: Data Quality Reports — Reports Icon Location

Navigate to any Reporting dashboard and click the Reports icon in the toolbar to open the Saved Reports panel where all report access settings can be managed. The Reports icon is available on every Reporting dashboard toolbar, so you can manage your saved report library from whichever dashboard you are currently viewing.

Figure 2: Saved Reports Panel

The Saved Reports panel lists all your saved report configurations, each showing its name, current access level (Private or Shared), and an Edit/Update action button. The access level badge next to each report name gives you a quick visual indicator of whether the report is currently visible only to you or to all users.

Updating a Report's Access Settings

1. Open any Reporting dashboard and click the Reports icon.
2. Locate the target report and click its Update (edit) icon.

   The Update Report dialog opens.

Figure 3: Update Report Dialog

The Update Report dialog allows you to change the report name, description, and access level — choosing between Private (visible only to you) and Shared (visible to all users). Changing a report from Private to Shared makes it immediately available to all users with access to the Reporting module, so only share reports that are intended for team-wide use.

3. Change the Access setting to Private or Shared.
4. Click Update to save the new access settings.

   A success notification confirms the report access level has been updated.

Figure 4: Report Updated — Success Toaster

A success toaster confirms that the report has been updated with the new access setting and will now be visible according to the chosen access level. If you set the report to Shared, other users will see it in their Saved Reports panel the next time they open the Reports panel on that dashboard.

Note: Only the report owner or an Admin Pro-User can modify or delete a Shared report once it has been published to the team.

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