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Overview
概要
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レポートの保存メニューには、レポートに適用可能な幅広い設定があります。
各セクションの内容を以下に示します。
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Name
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Provide a name for your report.
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Description
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Provide a description for the report to assist users with understanding its purpose and content.
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Category
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Select a category to save the report into. You will only be able to select categories you have access to.
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Sub Category
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Select a Sub Category to save the report into. This Sub Category may have security and refresh settings applied to it that will effect the report.
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Tags
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Apply tags to your report to make searching for it easier.
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Report Access
There are two access permission options available at the report level:
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Browse Page
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Include or hide this report from display on the Browse Page. Reports are sometimes hidden from the browse page if the writer intended users to access them via Drill Through, Dashboard, or Storyboard.
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Dashboard
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Refresh Settings
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Some reports do not run automatically and require you to refresh the data contained in them. If your report is not refreshed automatically the data you see when you open the report may be relatively old. The age of the data is displayed under the menu bar. There are three refresh options:
- None: there is no refresh schedule for the report and the data will be loaded fresh when the report is run.
- Manually: data in this report will be manually refreshed by the user when required.
*Periodically: data in this report will be refreshed on a scheduled basis.
If the report is set to Periodically refresh, the following options will need to be defined:
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Subscribe
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Allow or prevent users from subscribing to this report.
See Subscription for more information.
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Broadcast
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Allow or prevent users from setting up broadcast schedules for this report.
See Broadcasting for more information.
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Web Services
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Allow or prevent users from calling this report via web services.
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Web Services Name
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Provide the name of the report used to call via web services.
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Allow or prevent users from distributing this report via email.
See Sharing for more information.
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Email Security
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This setting is used to determine whether a report can be emailed from the system to unauthorised users or not. The options include:
- No Access: the report cannot be emailed externally. All users have to login to access it.
- Validated Users: only users that have security access to the category and the report. Prior to sending the report is validated against user permissions.
- All Users: the report can only be sent to people that are registered users of the system.
- Unsecure: the report can be sent to unregistered users.
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Option
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Description
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User Access List
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