Setting Permissions for Custom Reports
To set permissions for Custom Reports:
- Go to the Company Workspace tab and switch to Admin mode.
- Open the User Administration grouping node and click Access Control in the left Navigator. In the Access Control log window, there are two modules:
- Administration Mode Access
- User Mode Access
If the reports are at the Program level, in the right pane, select User Mode Access > Programs > Reports > Custom >
<report name>
.If the reports are at the Project level, in the right pane, select User Mode Access > Projects/Shells > Reports > Custom >
<Report Name>.
- Select the access for the appropriate user.
- Click OK.
Notes:
- A user with the configure permission to the Custom Report node, can configure custom print templates. There are no separate permissions for performing actions on the custom print templates.
- If you have a User Mode Navigator, you must include the Custom Report in the navigator and redeploy before the user can assign permission through Access Control.
See Also
Configuring and Publishing BI Publisher Custom Templates (Custom Prints and Reports)
Custom Templates (Custom Prints and Reports) Overview
Assigning Roles and Permissions to BI Publisher User to Publish and Run Reports
Creating Data Model (.XDM) File
Sample XML Data for Custom Templates (Custom Prints and Reports)
Creating BI Publisher Custom Print
Creating Custom Email Template
Publishing BI Publisher Custom Print
Parameters for External Multiple Custom Print
Creating BI Publisher Custom Report
Download and Install BI Publisher Desktop for Microsoft Office
Building Report Template (RTF)
Publishing BI Publisher Custom Report
Making a New Custom Report Appear in Navigation
Uploading a Template for External Data Model Type Custom Report
Downloading Sample XML Data for Designing New Templates
Modifying Existing XDM for Custom Report or Custom Print Configuration
Adding a Dynamic Image in the Custom Print Template
Adding a Dynamic Image in the Custom Report Template
Adding a Dynamic Image in BI Publisher Report
Adding Rich Text Data Element in BI Publisher Report and Custom Print
Last Published Friday, February 2, 2024