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Overview

Once you are editing a view you will be able to edit a number of options within the view.

Description

Complete the View Business name, description and audience- this is displayed to an end user when writing reports to assist them to make the correct decision about the source of the data they wish to report off.

Caching and Performance

The Default Cache period is used to store queried data in a cache and reused by multiple report users. If the data in your source system is not time sensitive then you can set the cache time to be high and limit the impact of report users on the source system.

Row Limits

You can set the maximum row to be returned for any report written from this view.

Category

If you wish you can change the view category - this will change the field categories available

Securing a View

Security on the view is used to set who has access to the view through the Report Builder, i.e. who can create/see reports based on the view. The three options available are:

Unsecure

All users with functional access to the database can write reports against this view.

Edit restricted

Only defined users will be able to create a report using this view. All other users will be able to read the reports that have been created by authorised users.

Restricted

Only defined users can read and/or write reports from data in this view.

Note: these options do not control who can edit the view itself, they only control the Report Builder access to the view.


  1. Once you have selected the 'secure' option from the view option the security management step will be displayed.
  2. You will need to search for which users or groups require access. Click the search link and select the user or group required.
  3. Select the appropriate access level.
  4. Click the add button to add them to the access list. You can add as many users or groups as users to the list as appropriate.



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