SAP Knowledge Base Article - Public

3520613 - Permission required for different action in the report center

Symptom

Permission required to use the different action in Report Center Action Menu

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

Environment

SAP SuccessFactors HCM Suite     

Reproducing the Issue

  1. Log in to SuccessFactors Instance
  2. Go to Report center
  3. See the various action available in the Report Center
  4. What is the permission to use the available action:
    • Run
    • Edit
    • Share
    • Rename
    • Delete
    • Export
    • Duplicate
    • Schedule
    • Label as
    • Change Author (owner)
    • Copy Link (Only available for story)
          

Resolution

Permission required to use the above-mentioned action in report center for available report types are:

ActionTableCanvasTileDashboardStory
NewIf Create Report Schema permission is enabled.If Canvas Designer or Canvas Designer Admin permission is enabled.If Analytics and Dashboards Admin permission is enabled.If Analytics and Dashboards Admin permission is enabled.If Create Story is enabled.
Run*If: You are Report Author. (OR) Report is shared with the user. (OR) Report Admin – Access All Reports is enabled. (AND) corresponding Run Report Schema permission is enabled.If: Canvas Designer Permission and you are the Report Author. (OR) Canvas Designer Admin permission is enabled. (OR) Report is shared with the user AND corresponding Run Report Schema Permission is enabled.NA (Tiles cannot be run from Report center)If: Analytics and Dashboards Admin permission is enabled. (OR) Dashboard is shared with the user.If: Report Author. (OR) Report is shared with read. (OR) Story Admin permission is enabled.
EditIf: You are Report Author. (AND) corresponding Create Report Schema permission is enabled.If: Canvas Designer Permission and you are the Report Author. (OR) Canvas Designer Admin permission is enabled.If: Analytics and Dashboards Admin permission is enabled. (AND) Corresponding Create Report Schema permission is enabled.If Analytics and Dashboards Admin permission is enabled.If: Report Author. (OR) Report is shared with Edit. (OR) Story Admin permission is enabled.
ShareSee permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.If: Report Author. (OR) Report is shared with Full Access. (OR) Story Admin permission is enabled.
DuplicateSee permissions for Edit. (OR) Report is shared with the user. (AND) corresponding Create Report Schema permission is enabled.See permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.
DeleteSee permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.
ExportIf Create Report permission (AND) the report must be either created by you or shared with you.If Canvas Designer permission (AND) the report must be either created by you or shared with you.See permission for Edit.See permission for Edit.See permission for Edit.
LabelSee permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.See permission for Edit.
ScheduleSee permission for Edit.See permission for Edit.NANASee permission for Run. (AND) have create Report- Story permission.
Import (show import button if user has any of these permissions) If they do meet any of these permissions, then they can import any file.Any Create Table Schema permission is enabled.Canvas Designer permission is enabled. (OR) Canvas Designer Admin Permission is enabled.If Analytics and Dashboards Admin permission is enabled.If Analytics and Dashboards Admin permission is enabled.If: Create Story is enabled.
Change AuthorReport Author (OR) Report Admin (Manage Ownership)Report Author (OR) Canvas Designer Admin.Report Author (OR) Analytics Tiles & Dashboards.Report Author (OR) Analytics Tiles & Dashboards.If: Report Author. (OR) Story Admin permission is enabled.

 

*Please do note that action to Run refers to able to Run the Report and does not mean that user has the permission to view the data itself in the report. 
##For detail list of Report related permission locations and details, please refer to See Also section

See Also

Keywords

Action in report center, permission for reports, create report, duplicate report, edit report, share report, Report center action permission, duplicate report,  , KBA , LOD-SF-ANA-RCT-ACT , Actions in Report Centre , LOD-SF-ANA-RCT , Report Centre , How To

Product

SAP SuccessFactors Platform all versions