Report Builder Rights

From Report builder, users can access dashboards and create and edit existing insights and dashboards. Under Security, admins can view and manage who can access, create, and edit content in Report builder.

Note: Don't have Report builder yet? No need to worry. If all goes well based on feedback and usage, expect its wider release in a future update.

Tip: In the database view, you can set record-level security — such as by fund or constituent code — to further limit which information the group's members can access. For more information, see Record Security.

Tip: Admins! In the database view, you can set record-level security to further limit which information the group's members can access. For more information, see Record Security.