Reports Management
When to use this screen
Hub of analytics cards. Each card is permissioned separately under reports management. This is not Realtime Insights and not Risk Dash.
Who can open it / who to ping
- Sidebar shows if the user has any reports-section permission. Individual cards still hide if their report grant is missing.
- Ping finance for export CSVs that include spend/PII.
Find the record
Open Admin → Reporting & Logs → Reports Management. Click a card you are allowed to see.
Happy path
- Open the hub.
- Open only the report the ticket names.
- Export if finance asked; otherwise screenshot aggregates, not row-level PII.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Open a card | Analysis | Read / CSV on child pages |
If this fails
- Hub empty: you have the sidebar via a sibling permission but no cards — ask Role Management.
- Metals vs Indices has extra drill-down routes under that report.