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Homepage / Doc / Report Permissions Guide

Report Permissions Guide

This document walks you through the process of configuring permissions for reports generated in Checkbox.

CONTENTS:

  • Report Permission Settings Overview
  • Access Control List (ACL)
  • Permission Levels and User Roles
  • How to Make a Report Publicly Available
  • How to Give Report Viewers Access to a Report

Report Permissions Overview

Every Checkbox report has its own permission settings, which control who can view/edit/administer the report.

Report permissions are configured within the Report Manager. From the Survey Manager view, select the survey you wish to configure report permissions for in order to expand its dashboard. Then, click Analyze -> Reports -> Manage Reports to enter the Report Manager.

 

 

Once in the Report Manager, select desired report and click edit to open the report editor.

 

From the report editor, expand Settings and select Permissions.

Permissionclick


Access Control List (ACL)

A report ACL allows you to control which users/groups have permission to:

  • Administer the report
  • Edit the report
  • View the report

When you open the report ACL, you will be looking at the Access List tab by default. This view shows you who is already included on the ACL (left-hand panel) and what their permission settings are (right-hand panel).

media_1364500792952

 

 

To add a user/group to the ACL, move to the Add Users/Groups to Access List tab. In this view entries on the right are already included on the permission list.

NOTE: User roles with the ability to access reports include System Administrator (by default), Survey Administrator, Report Administrator, and Report Viewer. Only these users can be added to a report ACL. Click here for more details on user roles.

media_1364501278192

 

 

Users/groups on the left can be added to the ACL by clicking the desired entry. The entry will then move to the right-hand box.

media_1364501360023

 

To configure the newly added entry’s permissions, return to the Access List tab.

Select the newly added user to reveal a list of permission options on the right. Select desired permission(s), making sure that the permission level you select corresponds with the user’s designated user role(s).

After configuring the user’s permission level, select Save Changes.

media_1364501435457

 


Default Policy

A Report’s default policy is the permission setting for all users not included on the survey’s ACL. It’s also the easiest way to make your report public. For example, if on the Access List tab you granted specific Report Administrators permission to administer a report, but want any Report Administrator not specified on the ACL to still be able to view and edit the report, you could set the default policy permissions to “Edit Report” and “View Report”.

**To make a Report link public, simply select “View Report” on the Default Policy tab. This will allow anyone with the report link to view your report, without having to login.**

media_1364501670052

 


Sharing Your Report

Once you’ve set your report permissions, you can share your report with other users so they can always access your survey’s most up to date results.

To share your report, edit the report and click the Sharing button to open up your sharing options.

Choose Twitter or Facebook to share directly to your connected social media accounts.

Choose Link or Embed if you’d like to copy and paste a direct report link to other users or embed the report on your website. Note that, depending on how you’ve set your report permissions in the steps above, your users may need to log in to view the report that you link them to.

Choose Export to PDF to download a static version of your survey charts and graphs.

This section is currently under construction. Any documents that appear blank will be populated as soon as possible. If you have any questions or need assistance with something that is not currently documented please feel free to submit a support ticket and we will be glad to assist you.
October 12, 2017

Version 6 Help Guides

  • Getting Started
    • Quick Start: Full Guide
    • Quick Start: Create a Simple Survey
    • Quick Start: Apply a Style to your Survey
    • Quick Start: Basic Conditions
    • Quick Start: Distribute Your Survey
    • Quick Start: View Responses & Reports
    • Checkbox Browser and Hardware Requirements
    • Checkbox Online Survey Glossary
    • Checkbox 30-min Demo
  • Survey Creation & Settings
    • Guide to Checkbox Question Types
    • How to Set Response Limits
    • How to Validate Response Text
    • How to Create & Use Question Libraries
    • How to Create & Edit a Slider Question
    • How to Create and Edit a Rank Order Question
    • Using Question and Answer Aliases
  • Survey Style & Branding
    • How to Brand Your Survey with Style Templates
    • How to Create Custom Mobile Templates (Server Only)
  • Logic, Merging, Action Items
    • How to Add Conditions & Branching/Skip Logic
    • How to Merge/Pipe Text into Surveys & Invitations
    • How to Trigger an Automatic Email
  • Security & Permissions
    • How to Set Permissions on Your Surveys & Folders
    • Report Permissions Guide
    • Overview of Checkbox Permissions
    • How to Use Resume + Save and Exit
  • Advanced Survey Features
    • How to Create Hidden Items (Query String Variables)
    • How to Embed a Video in Your Survey
    • How to Create a Scored Survey
    • How to Create Multi-language Surveys
  • Creating & Managing Users
    • Managing User Roles
    • User Roles Cheat Sheet
    • How to allow Admin Users to See/Manage Other Users
    • How to Import Users into Checkbox
    • How to Create Custom User Profiles
    • How to Update User Profiles with Survey Responses
  • Survey Sending & Sharing
    • How to Share your Survey via Email
    • How to Add Recipients to an Existing Invitation
    • How to Schedule Invitation Reminders
    • Your Email Footer and CAN-SPAM
    • How to Embed a Survey in your Website
  • Responses, Reporting & Exporting
    • How to Export Your Survey Responses
    • How to Create a Quick Summary Report
    • How to Use the Report Wizard
    • How to Create a Custom Report
    • Guide to Checkbox Chart & Graph Types
    • How to Filter your Reports
    • How to Create a Cross-Tab Report
    • How to Display “Other” Responses in Reports
    • How to Create Multi-Question Charts
    • How to Group Open-Ended Questions in a Report
    • How to Give a User Access to Edit/Delete Responses
    • Help with Special or Multi-Language Characters in Excel
  • FAQs and Other Guides
    • Checkbox Survey & GDPR Compliance
    • Checkbox Survey Security
    • Survey Accessibility & 508 Compliance
    • Guide to Editing Live Online Surveys
    • 12 Tips for Creating your First Online Survey
    • 8 Tips for Maximizing Online Survey Responses
    • Sending Automatic Thank You Emails

 

Checkbox develops affordable, feature-rich survey software for organizations, teams, and individuals. Available as a cloud-hosted subscription or installable software. API, source code and integration options available.

Checkbox Survey Inc.
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