Role Needed for Management Reporting

kjochim
kjochim
in Security and tenant administration

I have a Page Builder who would like to be able to create management reports but that is not an option for the user once they select Create a Page in the App. They can only see Board or Worksheet but not Report. What role or other security access do they need in order to be able to create a Report?

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Best Answer

  • ChrisAHeathcote
    ChrisAHeathcote
    Answer ✓
    Make sure they are not try to create the report in My Pages.
    It is not possible to create a report page in My Pages as it must be done in the app.

Answers

  • ashubham
    ashubham

    1. As a primary step, I would confirm that the concerned person has the following role enabled:

    ashubham_0-1656309388434.png

    2. If not, I would encourage you to write to Anaplan support to confirm if the reports are available for the license.

  • kjochim
    kjochim

    @ashubham The user is already enabled as a Page Builder. I will seek out Anaplan support as suggested. Thanks!

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