Report Manager

 

 

 

The Report Manager module is used to configure reports and manage access permissions.

 


This module functions outside the realm of the normal permissions hierarchy.  It can be viewed only by a user with membership in Site Administrators site-level roles with no regard to permissions assigned to the tab on which the module is placed.  For more information on the roles referenced in this section please see the role based security topic.  Administrative users can configure additional module settings by clicking the  button.


 

This module presents a data grid that allows you to view and maintain report definitions and manage usage permissions.

 

Adding New Report Definitions

 

To add a new report definition members of the Site Administrators role click the  button which will open the report definition editor and allow an administrative user to define the details of the new report definition.

 

Editing Existing Report Definitions

 

To edit an existing report definition members of the Site Administrators role click the  button which will open the module definition editor and allow an administrative user to define the details of a new module definition.  From within this editor the View Usage button is available which will detail the location of every instance of the module definition in the system and allow the user to navigate to the site of a specific module instance.

 

Report Definition Attributes

 

The following attributes are exposed through the editor:

 

Report Name: This is name of the report.  It may not be blank and must be unique within the system.

Apply Context:  This indicates whether or not the current portal user identity is provided to the report.

Connection String:  This optional value is used to connect to a data source other than the default portal database.

Command Text: This is the fully qualified stored procedure to execute.

Command Timeout: This is the number of seconds the query has to complete before execution is halted.

 

Managing Report Definition Permissions

 

Clicking the permissions editor button will display the user interface for assigning role access to the report definition.  If a module is placed on a tab but the end-user is not in a role that has been assigned at least Use permission the report will not render for that user.  Permissions for module definitions include None and Use.  The Use permission allows end-users to execute the report.  Site Administrators have unrestricted access to all report definitions.

 


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