Reporting Roles

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Reporting Roles

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Zuora platform administrators can manage access to Reporting features by setting roles and permissions. The following Reporting roles are available in the Manage Roles administration setting by default:

  • Zuora Reporting Standard User

    This role has the permissions View Reports, Manage Reports, and Enable DataSource Export, described below.

  • Zuora Reporting Administrator

    This role has all the Reporting permissions described below.

By default, each user is assigned the Zuora Reporting Standard User role.

You can create and assign custom roles that combine the following permissions:

Permission Description
View Reports

This permission enables users to access the Reporting user interface and do the following:

  • View shared reports.
  • Mark shared reports as favorites.
  • Run shared reports.
  • Enter values required by filter conditions when running a shared report.
  • View results of shared reports.
  • Export results of shared reports to CSV files.
  • Schedule runs of shared reports.

See Folders and Sharing for more information.

Manage Reports This permission enables users to create, view, copy, rename, remove, favorite, share, and run reports. This permission also enables users to view report results and export report results to CSV files.
Manage All Reports

This permission enables users to do the following:

  • View and manage reports created by all users.
  • Cancel report runs for all users.
  • Hide (and show) Zuora Standard Reports for users that do not have the Manage All Reports permission.
Enable DataSource Exports

This permission enables users to access Data Sources. If you disable this permission for a user, the user will not be able to download data source exports from the Zuora user interface.

See Generate a Data Source Export for more information.

Manage Data Sources

This permission enables users to customize the data sources that are displayed by default.

See Manage Data Sources for more information.

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