Deploy custom reports to future users or have report tied to a "role" | Voters

Deploy custom reports to future users or have report tied to a "role"

Christopher Swetkis

It is possible to deploy a custom report to all current users in the system however there is no way to have future created users automatically have the report. Or have some way that if a user has a specific role that they automatically get access to the custom report.

January 8, 2025

Jodi Knepper

If I could bump this request to the top of the list, I would!! And let’s add the Dashboards by role, too! 
People serving in the same roles clearly need access to the same reports and dashboards. I can’t tell you how often I hear, “I don’t have access to __ report” or “Can you add the __ Dashboard for him?”
As far as I know, there isn’t a way to view a list of which reports one employee has in order to match a new employee’s reporting access during onboarding. They just get whichever reports and dashboards we think to add for them when we set them up as a new employee.

geoffrey spencer

Not having this ability has been an issue for us.

Nate Stanley

Love this idea!

Robert Blaes

Best option would be the ability to export or deploy to a Role