How Administrator can promote reports
On the Open Report Panel, Administrator has 4 tabs: Unpublished Reports, Reports by Menu, Reports by Template and Recent Reports. Unpublished Reports section includes the reports, which were created but not published yet. These reports are sorted by the user names, who created the reports. To publish a report Administrator needs to place it in the menu by selecting the report and clicking on the gear that will appear.
Once the report is published by the Administrator, the Report Builder cannot edit it any more. If after publishing the report the Administrator decides whether Report Builder will be able to see the report.
Report Builder
The Report Builder can build reports by reusing global (public) objects or creating his own private objects. Report Builders has limited permissions in creating reports and cannot place them in the menu. They can build new reports or edit the reports they have created themselves.
The User can be created to have Report Buildet Permission or be set as member of User Group that has Report Builder permisiions.
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Report Builder Role Specifics
This is how the Design Studio looks for Report Builder:
The following menus, which are present for Administrators, are hidden from Report Builder:
- Users
- Menu items
- Application Settings
The following Shared Objects are available, but the resulting grids are Read-Only:
- Cube Calculations – Only list of avaliable Cube calculations and their details are present
- View Lists - Only a list with Shared lists
- View Formats - List of Formats and their details
- View Variables - List of Variables nad their Details
- View Palettes - List and Details
- View Narrative Templates - List and Details
Report Builder can view already published reports
When Report Builder views the reports, created by other users (published reports), he cannot modify them. Report Settings tabs are displayed in read-only mode. In the same way he cannot modify the lists and the formats, used for such reports.
Report Builder can build reports using existing lists or creating linked lists
When Report Builder decides to build a report by using the existing (Shared) lists, these lists will appear as read-only in the Content Panel. Report Settings become available for modifications.
In this Report Content Settings, Report Builder has the possibility to create Report list which will be used for this report only.
Report Builder can create Drill-lists and Formats
For each Report List, linked to his Report, Report Builder can create specific Linked List (created for the drill-down from a member of that list) and Formats.
Create a Linked List
Report Builder can reuse his own previously created lists
When Report Builder creates a copy of his own report lists (but not drill lists), this list will be copied together with all drill lists linked to it. To make the drill list be used in several reports Report Builder should create it on report level first and then copy it in any report he wants., but only before they are placed in the menu. They can build reports by reusing shared objects, but they cannot edit the settings, contents, or create their own linked objects. Report builders may or may not be able to access workflows; depending on their set of permissions.
Assign Report Builder Permission
Report Builder permission can be given to a single user or to a group of users.
- Assign to single user: Creating a new user/editing a user, select Report Builder permission under Permissions tab
- Assign to a group of users: Creating a new user group/editing a user group, select Report Builder permission under Permissions tab. All user members of the group (or member of user groups which are members of the group) will get Report Builder Permission.
Users who have both Report Builder and Report Admin permissions, will be considered as a Report Admin.
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