Setting Permissions for Custom Reports

To set permissions for Custom Reports:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. 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>.

  3. Select the access for the appropriate user.
  4. 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

Custom Templates Windows Log

BI Publisher Report Levels

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

Running a Report

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

Connect to the Database


Last Published Saturday, July 13, 2024