How to control canvas reports permissions depending on the user requirement?
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SAP SuccessFactors HXM Suite
Understanding the Permissions:
Detailed Reporting Permission allows user only to run the canvas reports which are shared with the user. Granting only this permission is equivalent to the "Report Consumer" role in ORD legacy permissions.
Report Canvas - Designer and Detailed Reporting permissions, together, allows users to create/edit/run a canvas report that is created by them. The users will also be able to run and duplicate canvas that are shared with them.
Report Canvas - Designer Admin and Detailed Reporting permission, together, gives user create/edit canvas report and they will also be able to see all the canvas reports present in the instance even that are not created or shared with the user.
Providing the Permissions:
- Go to Admin Center
- Manage Permission Roles
- Select the role
- Go to Permission
- User Permissions
- Analytics Permissions
- Functional Permissions (Others)
- Provide the required permissions.
Note: Detailed Reporting permission should be given along with Report Canvas - Designer and Report Canvas - Designer Admin else the reports won't work.
If the users were assigned to any of the Analytics Permissions, they will be able to see the Canvas reports shared with them even if the Analytics Permissions are no longer assigned to them.
To remove shared canvas reports from Report Center (after removing all Analytics permissions), you must unshare the reports or delete the user from User Maintenance.
PS: It is not possible to delete users in User Maintenance when GDPR is enabled: 2789545
Therefore, the best option is unshare the Canvas reports manually.
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