Page History

...

1. Enable the required role permissions, found in Administration > Role Management, under the Report Builder role permissions section:
   1. Report Types: This option provides users with access to the Advanced Authoring tools, including the CSV Import.
      Image Removed Image Added
   2. CSV Reports: Gives users access to the CSV Import Builder option on the Report Initialisation page.
      Image Removed Image Added
      Note: an Administrator will have to define a writable data source as CSV Default storage in order for this permission to be used.
   3. Advanced CSV Functionality: Allows users to select which writable data source they store the CSV data into, rather than using the default option.
      Image Removed Image Added
      Note: this is optional functionality
2. Ensure there is a writable data source for CSV storage.
   1. Navgiate to Administration > Source Systems & Views and edit the data source you wish to make available for CSV storage.
   2. Ensure that the source connection is set to Writable
      Image Removed Image Added
   3. 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.
      Image Removed Image Added