How do I configure the Available Reports for a User Type?

User types control the access to configure available reports for a user type in Core Application. The user (preferably, Administrator with configuration permission) can grant permissions to configure available reports in Dashboards. To configure available reports for a user type, you require permissions to access Dashboards from the Configuration page.

To set up Dashboards as a menu item for a user type configuration page for a user type:

  1. Click the navigation menu and select Configuration.
  2. In the Configuration page, select User Types.
  3. In the User Types page, select Screens.
  4. In the Main section, select the Configuration menu item:
  5. In the configuration menu context layout, click Click to add. The Add menu item dialog box is displayed.
  6. In the Add menu item dialog box, select the Dashboards check box and click OK
    The Dashboards menu item is now added to the Navigation pane. Users can access dashboards and reports from this Dashboards page.
  7. To configure available reports for a user type, click the navigation menu and select Dashboards from the Configuration menu.
    When the user opens the Dashboards page for the first time, reports or dashboard charts will not be available for the selected user type.
  8. You may add available reports to the Dashboards page.