Difference between revisions of "Sharing Reports with People - Overview"

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Currently, the only [[User|users]] that are able to see any reports are [[User|users]] with the '''[[Manager Permissions|Manager permission]]''' – '''reports'''.  If you wish to broaden groups of [[User|users]] to access a report, you need to permission the reports by [[Role|role]].  There are two techniques available when you wish to give permission report to [[Role|roles]].
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Currently, the only [[User|users]] that are able to see any reports are [[User|users]] with the '''[[Manager Permission – Reports and Dashboards|Manager permission]]''' – '''reports'''.  If you wish to broaden groups of [[User|users]] to access a report, you need to permission the reports by [[Role|role]].  There are two techniques available when you wish to give permission report to [[Role|roles]].
 
* If you want to give access to multiple reports at the same time to a [[Role|role]] – use the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]] menu and set the permission through the '''Reports''' link.
 
* If you want to give access to multiple reports at the same time to a [[Role|role]] – use the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]] menu and set the permission through the '''Reports''' link.
 
* If you want to give access to a single report that you have created to multiple [[Role|roles]] – use the '''Assign Roles''' tab within the '''Edit Report''' window.
 
* If you want to give access to a single report that you have created to multiple [[Role|roles]] – use the '''Assign Roles''' tab within the '''Edit Report''' window.

Revision as of 13:56, 24 April 2013

Currently, the only users that are able to see any reports are users with the Manager permission – reports. If you wish to broaden groups of users to access a report, you need to permission the reports by role. There are two techniques available when you wish to give permission report to roles.

  • If you want to give access to multiple reports at the same time to a role – use the Configuration, Roles & Permissions menu menu and set the permission through the Reports link.
  • If you want to give access to a single report that you have created to multiple roles – use the Assign Roles tab within the Edit Report window.
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