1. Overview

To use the report-related functions properly, the user's role needs to have corresponding function permissions for "DataSet" and "Report".

The specific permission points need to be assigned by the administrator (for more information about role creation and management, please refer to: Members and Roles).

2. Role Permission Initialization

When the administrator has not made any additional modifications, the default permission status of each role is as follows:

ModulePermission NameAdministratorAnalystDeveloperNormal UserCustom Role
DataSetUse business models(滴答)(滴答)


Business Model Batch Management(滴答)



ReportUse Report(滴答)(滴答)


Export Report(滴答)(滴答)


3. Permission Explanation

Explanation of each permission scope:

ModulePermission NamePermission Scope
DataSetUse Business Model
  1. Ability to create new business models and save them to the DataSet
  2. Ability to manage business models with data permissions, including:
    1. View data content
    2. Use data to configure reports
    3. Edit business model data and configuration items
    4. Delete
    5. Permission Settings
    6. Update Settings
Batch Management of Business Models

Ability to assign permissions to business models with management permission in batches (limited to models with table-level management permission)

ReportUse Report
  1. Ability to create new reports using business models with data permissions
  2. Can manage their own generated reports, including:
    1. View report configuration
    2. Edit, copy, delete
    3. Permission settings.
Export reports

Can export reports with data permissions to Excel