Qlik Reporting Service permissions

This topic outlines the required permissions that users need for working with the value-add (metered) capabilities of the Qlik Reporting Service.

Scope of this page

This page outlines permissions for working with value-add capabilities of the Qlik Reporting Service. This includes:

• In-app reporting, including on-demand reporting

• Reporting with Qlik Automate

• Usage of the Qlik Reporting Service API for metered operations. This excludes using the API for other functionality, such as subscriptions and downloads of app content.

Administrator controls

Tenant administrators set permissions to control which users can access metered reporting capabilities. Users can be granted full access, partial access, or no access. These permissions are prerequisites to be able to work with reporting in spaces. If you do not have the required administration-assigned permissions, you are not granted access in any space.

For full details, see Setting permissions for metered reporting features.

Space permissions for in-app reporting

This section outlines the space roles required for performing different actions within the in-app reporting capability.

Template development

After connecting to the app, you have full access to the report development features.

PixelPerfect and HTML reports

To work with the PixelPerfect and HTML designers, you need:

• For apps in shared spaces, one of the following roles:

  • Owner (of the space)

  • Can manage

  • Can edit data in applications

  • Can edit

• For apps in managed spaces, one of the following roles:

  • Owner (of space)

  • Can manage

  • Can operate (Professional or Full User entitlement only)

Report tasks, template management, filters, and output folders

To work with report tasks, template management, filters, and output folders, you generally need the following. An exception is noted below.

• For apps in shared spaces, one of the following roles:

  • Owner (of the space)

  • Can manage

  • Can edit data in applications

  • Can edit

• For apps in managed spaces, one of the following roles:

  • Owner (of space)

  • Can manage

  • Can operate (Professional or Full User entitlement only)

Exception

Anyone with Can edit access to the space can run a report task, but if the report task owner does not have Can edit access to the space, the report task cannot run successfully. Therefore, if the user who owns a report task loses Can edit access, or is removed from the space or the tenant, either the ownership of the report task needs to change or the report task should be recreated by someone with sufficient permissions.

Distribution lists

To view the distribution list in the Reporting section of the app, you need:

• For apps in shared spaces, one of the following roles:

  • Owner (of the space)

  • Can manage

  • Can edit data in applications

  • Can edit

• For apps in managed spaces, one of the following roles:

  • Owner (of space)

  • Can manage

  • Can operate (Professional or Full User entitlement only)

To edit, re-upload, and delete the distribution list for an app in a shared space, you need to have the Can edit in apps role in the space, or otherwise you need to be the app owner and have space access.

On-demand report generation

To generate on-demand reports, you need:

• For apps in shared spaces, one of the following roles:

  • Owner (of the space)

  • Can manage

  • Can edit data in applications

  • Can edit

  • Can view (in space or to app only)

• For apps in managed spaces, one of the following roles:

  • Owner (of space)

  • Can manage

  • Can publish

  • Can contribute (in space or to app only)

  • Can view (in space or to app only)

  • Has restricted view (in space or to app only)

  • Can operate (Professional or Full User entitlement only)

Space permissions for reporting with Qlik Automate

Permissions for Qlik Reporting automations are governed by the space in which the automation is located, as well as access to the apps upon which the report might be generated.

Automations and automation connections can be created in shard spaces. For the associated permissions, see:

• Shared space permissions for users with Professional or Full User entitlement

• Shared space permissions for users with Analyzer entitlement

• Shared space permissions for administrators

Space permissions — reference tables

• Shared space permissions for users with Professional or Full User entitlement

• Shared space permissions for users with Analyzer entitlement

• Shared space permissions for administrators

• Managed space permissions for users with Professional or Full User entitlement

• Managed space permissions for users with Analyzer entitlement

• Managed space permissions for administrators