Skip to content

Prerequisites

The user should have appropriate permissions to fully utilize the reporting functionaltiy. Permissions setting specifies what operations are permitted on the accessible reports. These operations include view, create, edit, run, delete.

To configure the permissions:

  1. On the Administration page, navigate to the role assigned to the user.
  2. Click the Edit button next to the access scope.

    Edit Role

  3. On the Edit Role page, scroll down to the Other Permissions section and check the following Reports settings:

    Report Permissions

    • View - if selected, the user will be able to view the report templates.
    • Create - if selected, the user will be able to create new report templates.
    • Edit - if selected, the user will be able to modify the report templates.
    • Run - if selected, the user will be able to run reports.
    • Delete - if selected, the user will be able to delele the report data.
  4. Click Save.