Managing Usage Analytics Report Access in Reports

You can manage which Coveo Cloud organization members see specific dashboards or explorers directly in the reports themselves. This feature is useful for Coveo Cloud organizations with a large number of custom explorers and dashboards as each user has only access to relevant reports.

Manage Usage Analytics Report Access in Reports

  • You can manage the members access to all private explorers and dashboards (see Manage Report Access).

  • By default, explorers and dashboards are accessible to all members of the Administrators, Analytics viewers, and Analytics managers groups (see Members with analytics privileges).

  • A restricted access dashboard or explorer is not actually secured, meaning that in the report list, it is visible only to members with granted access. However, anyone with the URL could see a restricted access report.

  1. On the Reports page, access the report to which you want to manage access:

    • Double-click the dashboard.

    OR

    • Click the dashboard, and then in the Action bar, click Open.
  2. In the top right corner of the report, click the More icon (Icon-Dropdownd), and then select Manage report access.

  3. In the Manage Report Access dialog that appears, define who has access to the report by selecting one of the following options:

    • Only me

    • Members with analytics privileges

      Members with analytics privileges are group members with the View right on the Analytics data, Named filters, Reports, Custom dimensions, and Permission filters privileges.

    • Custom

      1. Select Custom, and then click Add identity.

      2. Under Identity type, select whether you want to allow a member or a group to access the report.

      3. Under Member or Group, depending on the option you selected in the previous step, select the member or group you allow to access the report. You may filter member and group names by typing the desired name in the search box. The filter automatically applies as you type.

      4. Click Add Identity.

      5. Repeat the procedure to allow report access to more than one member or group.

      • To edit a user or a group, click the corresponding identity icon (Admin-EditPermissionFilterAssignee or Admin-EditPermissionFilterAssignee2) or the drop-down arrow (Icon-DropDownArrow).

      • To delete a user or a group, click the corresponding Delete icon (Icon-X_16).

  4. Click Apply.

Required Privileges

The following table indicates the required privileges to view and edit reports from the Reports page and associated panels (see Privilege Management and Privilege Reference).

Access to reports or part of their content may be further restricted as a function of the member (see Adding and Managing Permission Filters).

Action Service - Privilege Required access level
View report access configuration

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Analytics - Reports

Organization - Organization

View
Edit report access configuration

Analytics - Analytics data

Analytics - Dimensions

Analytics - Named filters

Analytics - Permission filters

Organization - Organization

View

Analytics - Reports

Edit
Analytics - Administrate Allowed