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:
- Click the Navigation button and select Configuration.
- In the Configuration page, select User Types.
- In the User Types page, select Screen Configuration.
- In the Application screens section, select the configuration
menu item:
- In the configuration menu context layout, click Add action. The Add menu item dialog box is displayed.
- 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.
- To configure available reports for a user type, click the
Navigation button 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.
- You may add available reports to the Dashboards page.