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- Enable the required role permissions, found in Administration > Role Management Admin Console > Roles, under the Report Builder role permissions section:
- Report Types: This option provides users with access to the Advanced Authoring tools, including the CSV Import.
- CSV Reports: Gives users access to the CSV Import Builder option on the Report Initialisation page.
Note: an Administrator will have to define a writable data source as CSV Default storage in order for this permission to be used. - Advanced CSV Functionality: Allows users to select which writable data source they store the CSV data into, rather than using the default option.
Note: this is optional functionality
- Report Types: This option provides users with access to the Advanced Authoring tools, including the CSV Import.
- Ensure there is a writable data source for CSV storage.
- Navgiate to Administration > Source Systems & Views Admin Console > Data Sources and edit the data source you wish to make available for CSV storage.
- Ensure that the source connection is set to Writable
- If you are not going to allow the user to select the data source in the Report Builder, set a writable connection as Default for CSV use.
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