Skip to main content

User Reporting Levels

Overview of user reporting levels

Written by Maddie Wolfe

User seats enable clients to access the Buxton Platform and its insights. Users come in two types:

Reporting Users: Able to operate fully in the application, including site scoring if a Buxton site score model is purchased.

Viewing Users: Able to open and view the work performed by others, but they are not able to run reports themselves. Aside from reports, they are able to work in the platform and utilize its functionality.

If you notice that certain report options are greyed out, it may be due to your account's role permissions. Viewing users do not have the ability to create or run reports. To resolve this, you can contact an admin to request an upgrade to a role with reporting permissions.

Viewer users can create and save maps and layers independently. This enables them to design custom map visuals for their own use or collaborative projects. However, they cannot run reports based on the maps they have created. Another user with reporting permissions is needed to execute such reports.

Additionally, if the "Compare in Report" option is unavailable when comparing multiple geographies, it may be due to template configuration issues. Ensure that all sections in your custom template support comparison by removing any non-comparable sections.

Map-Related Permissions for Viewer Users

  • Viewer users can create and save maps and layers independently. This means they have the ability to design custom map visuals for personal or collaborative purposes.

  • However, viewer users cannot execute reports based on the maps they create. For such tasks, another user with reporting permissions must intervene.

Troubleshooting Common Permission-Related Issues

When using Buxton, you may encounter situations where certain report options, such as creating, running, or comparing reports, are greyed out. This typically occurs due to either role-based permissions or template configuration issues. Below are common causes and solutions:

Role-Based Permissions

  • Cause: Your account is assigned the "viewing user" role, which does not include permissions for creating or running reports.

  • Solution: Contact an admin on your account and request an upgrade to a role that includes reporting permissions. Only roles with the appropriate permissions can access report creation and execution features.

Template Configuration Problems

  • Cause: At least one section in your custom template does not support comparison. For example, certain sections may not be designed for side-by-side comparisons.

  • Solution: Review your custom template and remove any non-comparable sections. Once these sections are removed, the "Compare" option will be enabled, allowing you to run side-by-side reports across multiple geographies. By addressing these common issues, you can ensure full functionality of the reporting features in Buxton. If problems persist, consider reaching out to your account admin or Buxton support for further assistance.

User Type

Site Scores

Standard Reports

Work in Scout

Maps

Reporting User

Run if Purchased

Run and View

Yes

Create, Save, Run Reports

Viewing User

View Only

Viewing Only

Yes

Create, Save Only

Buxton legacy clients may have slightly different user access:

User Type

Site Scores

Standard Reports

Work in Scout

Power User

Run & View

Run & View

Yes

BI User

View Only

Run & View

Yes

Viewing User

View Only

View Only

Yes

Buxton can further refine who can view or edit various functions and can enable specific permission controls for users at the client’s request.

For example, if certain report options are greyed out, it could be due to role-based permissions or template configuration issues. Addressing these scenarios can help refine user access and functionality.

Follow up Reading: Review our report options here.

Tags: User Type, Reporting Access

Did this answer your question?