What user permissions do I need to build Ad Hoc reports?

In general, you're required to have either the Reporting - Can Manage Ad Hoc Reporting or Reporting - All user permission to create, manage, and view reports in the Ad Hoc and Data Feeds area. However, additional permissions may be required for certain report types.

Application and Nomination Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All
Awards Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All
Budget Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All System - Can Manage Budgets. Insights - Can View Budgets , or System - All
Custom Form Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All
Funding Source Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All System - Can Manage Funding Sources. Insights - Can View Funding Sources, or System - All
In Kind Amount Requested Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All
In Kind Items Awarded Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All
In Kind Items Paid Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All
Payment Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All
Table Reports	Reporting - Can Manage Ad Hoc Reporting or Reporting - All

Tip: The data for all reports is segmented based on the programs and workflows you have access to. When sharing reports, the data shown to your recipients will also be segmented based on their own access.

Note: If you do not have the Reporting - Can Manage Ad Hoc Reporting or Reporting - All permissions, you can still view reports shared with you. If masked information is included in your report, you must have the Grant Applications - Can View Masked Data to view it.