Role Needed for Management Reporting

kjochim
Contributor

Role Needed for Management Reporting

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?

3 REPLIES 3
ashubham
Occasional Contributor

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
Contributor

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

ChrisAHeathcote
Community Boss

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.
Chris
HeathcoteAndHerran.com