Report Permissions
  • 26 Mar 2026
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Report Permissions

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Article summary

There is no specific report permission. There are a few query permissions that control access to reports:

  • Query

  • Query (edit all users)

  • Query (Configurable Joins - Base Access)

  • Query (Configurable Joins - Join Access)\

📝 Because reports are designed in general to share aggregate data, there is no report user value to indicate who created the report.

Query

You must have the Query permission to access Queries / Reports. Users who only have the Query permission can create a report (though they cannot add parts to it). They will not see a listing of reports in the Report Builder module, even if they created the reports themselves. However, users with this permission can view and edit a report when given a direct link, even if they do not have the base or join access permission for the parts they are editing.

Query (edit all users)

The Query (edit all users) permission is necessary to see the list of reports in Queries/Reports. In practice, this means they can view and edit any report, even if they do not have any base or join access permissions.

Query Base and Join Access

A user must have access to a query base to add a report part to a new or existing report. Access to query bases is controlled by two global permissions:

  • Query (Configurable Joins - Base Access)

  • Query (Configurable Joins - Join Access)

These permissions can be granted for all bases and joins, or they can be granted individually as described in Controlling Access to Configurable Joins.

Controlling Access to Reports

Carefully consider which users have the Query permission, as this allows them to edit any report so long as they have the link to it. If you would like to limit access to reports for these users, consider using a Realm. If a report is in a Realm, only users with access to that realm can view or edit that report, regardless of any other permissions.

On the other hand, if a user does not have the Query permission but you would like to provide them view-only access, you can use Sharing Permissions. You can choose a user, role, or permission; select Display Report before saving.

Reports on the Homepage

A report can be added to the Slate homepage by adding it to the System folder and Homepage subfolder. Only users with the Query (edit all users) permission or who have been added via Sharing Permissions on the report will see the report on the Homepage tab. 

Realm permissions can also be used to control which users see which reports on the Homepage.  Users will only see report tabs for reports in their realm or realms.


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