What access/permissions do I need to have to have the ability to customize fields on a report?

Mari_WipfliMack January 27, 2025

I would like to pull a .csv file from my goals list but I need to include the "progress" in the report, I went through some of the guide and it says you need to have a specific permission. I am not sure how to determine if I have that or what specifically to ask my IT team to add.

 

Thanks!

Mari

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