Microsoft Dynamics CRM Online Help

Permissions required for reporting tasks

The following table shows the default security roles required to perform each task, and whether the task can be performed while using the Microsoft Dynamics CRM Online for Outlook offline. Because security roles may be customized, the table also shows the required privileges.

Tasks Related to Running Reports

Default Security Roles and Required Privileges

Can Task Be Done Offline?

Export to Excel

Security roles: Any

Privileges: Export to Excel

Yes

Run any report that is available to all users

Security roles: Any

Privileges: Report record type: Read

 

  • A report must be in a filter in order to be viewed offline. By default, only reports that you own are included in a filter.
  • Offline reports only include records that have been saved as local data.
  • When offline, to print a report, you must first export it to a Web Archive file, and then print it.

    Tasks Related to Adding Reports

    Default Security Roles and Required Privileges

    Can Task Be Done Offline?

    Add a report for your own use by using the Report Wizard

    Security roles: Any

    Privileges: Report record type: Create, Write

    No

    Add a Web link or other file type report for your own use

    Security roles: Any

    Privileges: Report record type: Create, Write

    No

    Add a Web link or other file type report for all users

    Security roles: System Administrator, System Customizer

    Privileges: Publish Reports

    Add Reporting Services Reports

    No

    Edit report properties

    Security roles: System Administrator, System Customizer

    Privileges: For a personal report:

    User Read,Write on the Report record type

    For an organization-owned report:

    Organization Read,Write on the Report record type

    No

    Share a personal report with other users

    Security roles: Any

    Privileges: Report record type: Share

    No

    Make a personal report available to everyone in the organization

    Security roles: System Administrator, System Customizer

    Privileges: Publish Reports

    No

    Edit a default report filter for a Reporting Services Report

    For a personal report:

    Security roles: Any

    Privileges: Report record: User Write

    For a report available to everyone in the organization:

    Security roles: System Administrator, System Customizer

    Privileges: Report record type: Organization Write

    No

    Download a report

    Security roles: System Administrator, System Customizer

    Privileges: Read on the Report record type

    Publish Reports

    Add Reporting Services Reports

    No

    Modify or add report categories

    Security roles: System Administrator, System Customizer

    Privileges: Organization Write on the Organization Settings record type.

    No

Related Topics

Report Permissions

Controlling Data Access

Check Your Permissions for a Record

Working Offline

Create and Work with Reports

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