Administering Table Reports

Objectives

After completing this lesson, you will be able to:

  • Administer Table Reports

Table Report Builder and Role Based Permission (RBP)

Role Based Permissions (RBP) is a customizable method of managing permissions in your company. You can use RBP to grant capabilities at a granular level based on the specific work that a person does. RBP is made up of two parts: Groups and Roles.

You can define Groups based on job codes, locations, relationships, and more. This granularity allows the groups to be both targeted and dynamic. For example, you can create permissions for employees with reporting job codes in the USA that enable them to create and run reports specifically for employees in the USA. As soon as someone is given a Reporting position, they are immediately granted the appropriate permissions.

The figure, Common Table Report Builder Roles, describes different roles available in Table Report Builder and the actions you can perform based on the role you are assigned to.

  • Administrator: Manages Table Report Builder permissions and grants access to create and view reports.
  • Creator: Creates customized reports and shares them across the organization.
  • Viewer or report consumer: Runs reports and exports report data specifically configured for their team or group. Viewers cannot edit or delete reports.

Permissions

Permission Roles control the access rights in the system and involve the process of defining access to data and application functionality. There are two permission sections that are relevant for Table Reporting.

The Reports Permissions section allows you to specify what a group can do with Table reports in Report Center. Most importantly, you can specify whether they can create reports, or just run reports already created. Furthermore, you can drill down even further within the Create and Run sections to limit them to specific reporting domains. The (†) symbol denotes that this capability will only be granted to the user for members of the target group (that is, USA Employees).

Restricting the target group results in row level permission. Row Level Permission determines which entities of data you have access to. This permission is defined by the Target Population of RBP, though there are other sharing concepts (such as Public Goals) which define this access.

If the report consumer is determined to have no access to a Row, then, when viewing a Table report the row would not appear.

Row Level Permission is implicitly applied to Table reports based on the scope defined in the report definition.

Administrative Table Report Actions

Table Report actions are accessible from the Action icon in the Report Center. Table reporting administrators have additional actions available to them that a report creator or viewer does not:

  • Manage all table report
  • Change Author
  • Restore Deleted Report

You can assign table report administrators the permission Report Admin: Access All Reports. This will allow the user to view and edit all table reports via the All Reports tab. For example, the image shows a logged in table report administrator that has edit permission to Carla Grant’s table report.

For table reports, administrators can restore a report if they have the permission: Report Admin: Restore Deleted Reports. This will give the administrator access to the tool Restore Deleted Reports.

You can only restore table reports with this tool.

To restore the deleted report:

  1. Navigate to Restore Deleted Reports tool.
  2. Select the report(s) you want to restore
  3. Click Make Active.
  4. The report will be restored with original owner at the time it was deleted.

Author Report Management

If you have the appropriate permissions, you can change the Report Author of existing reports. The full ramifications of changing the Author (sometimes referred to the owner) of thereport are covered in the appropriate report type section in the course. In general, report authors have full permissions to that report. Typically, the report author is assigned the management of the report and may need to transition that responsibility to someone else. This transition may occur when the report creator 'hands off' the report management or when the current report owner leaves the company.

Change Author is available in the action list if the current logged-in user is the current author. Change Author is also available for the report type if the logged-in user has administrative permission:

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