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Report Locking

Angela Lim avatar
Written by Angela Lim
Updated over a week ago

We have two new permissions that allow users to lock reports.*

  1. Lock all reports - Allows a user to lock or unlock any report.

  2. Lock report - Allows a user to lock or unlock only reports that they created

In order for a Permission Set to be able to use either of the two new lock report permissions, the Permission Set must also have Update report permission turned on.

Users with a Permission Set that allows to lock all reports will be able to lock and unlock all reports, regardless of who created the report.

Users with a Permission Set that allows to lock report will only be able to lock and unlock reports that they created.

To use the new lock report functionality, after saving a report in Report Builder, a new Lock Report toggle option will become available at the top of the left-hand menu in Report Builder. The report must be saved first before the ability to lock the report is available.

If you need to unlock a report after it's been locked, simply turn off the Lock Report toggle by clicking the toggle next to Unlock Report

*Only users with an "Admin" role are able to edit permissions.

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