Hi all. I thought this would be easy but not so mu...
# administration
j
Hi all. I thought this would be easy but not so much: How do I find all not-public saved searches and/or reports available for a role? An employee is moving to a new role that is basically two existing roles merged. Permissions are easy to compare and merge, but I can't figure how to find all the saved searches and reports these roles have access to. Audience is not a attribute of of the Saved Search saved search, and I don't see anything in the Role saved search that goes the other way. And there doesn't seem to be anything available for reports at all. Am I missing something?
j
Obviously, it's pretty easy to pull the Owner of searches and reports, and those are usually the most important ones (although as the owner they'll retain access, even when they change roles, unless you've really curtailed their permissions). If you really need to get all the reports/searches they can access, best way is to have them go to Reports > Saved Reports > All Saved Reports and Reports > Saved Searches > All Saved Searches and then just export those lists. You could add the role to yourself and do the same thing, but that might miss ones that are assigned via user, department, etc. versus by role. Nine times out of ten they don't need most of the searches/reports they have access to, so asking them which ones they routinely use and then just being open to giving them 1 or 2 more down the line usually works too.