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Overview

Option

Description

Name

Provide a name for your report.

Description

Provide a description for the report to assist users with understanding its purpose and content.

Category

Select a category to save the report into. You will only be able to select categories you have access to.

Sub Category

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.

Tags

Apply tags to your report to make searching for it easier.

Report Access

There are two access permission options available at the report level:

  • Public: all users with Category access will be able to view this report.
  • Private the writer may assign users access to the report. See Private Report Security for more information.

Option

Description

Browse Page

Dashboard

Option

Description

Refresh Settings

Option

Description

Subscribe

Allow or prevent users from subscribing to this report.

See Subscription for more information.

Broadcast

Allow or prevent users from setting up broadcast schedules for this report.

See Broadcasting for more information.

Web Services

Allow or prevent users from calling this report via web services.

Web Services Name

Provide the name of the report used to call via web services.

Email

Allow or prevent users from distributing this report via email.

See Sharing for more information.

Email Security

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.

Option

Description

User Access List



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