Adding Permissions to Run BI Publisher Reports

These steps apply to sample custom reports and may not apply for every report.

To add permissions to run reports:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Select the User Mode Navigator.
  3. Open the Project / Shell navigator.
  4. Under Reports, create a Custom Reports node.
  5. Change the icon to u_report_select.gif.
  6. Under the Custom Reports node, add the new report.
  7. Click OK.
  8. Highlight the Project / Shell navigator.
  9. Select Deploy to apply changes.
  10. Go to the Company Workspace tab and switch to Admin mode.
  11. Navigate to Company Sponsored Shells, All Projects.
  12. Highlight All Projects in the right window pane and select Open.
  13. Select Access Control.
  14. Navigate to User Mode Access, Reports, Custom Reports.
  15. Select the custom report.
  16. Add users to allow access to reports.
  17. Click Apply and OK.

Related Topics

Title and Copyright Information

Introduction

About Configuring BI Publisher for Primavera Unifier

Getting Started with BI Publisher Reports

Downloading BI Publisher

Configuring BI Publisher for Primavera Unifier Reporting

Configuring BI Publisher in Primavera Unifier

Setting Permissions for Custom Reports

Creating Data Views

Creating a BI Publisher Report in Unifier

Configuring BI Publisher Reports to Use Unifier Images

Running the BI Publisher Report in Primavera Unifier


Last Published Monday, August 28, 2023