Configuring the Application > Managing Report Templates > Setting and Editing Report Permissions and Associations

Setting and Editing Report Permissions and Associations

The report administrator sets and edits the permissions that determine who can print reports and who can change report names and descriptions. You may want to change the projects, modules, or categories with which reports are associated. You also may find it helpful to change a report’s description or name to assist users in interpreting reports.

Once you have created a new custom report using BIRT RCP Designer or Excel and uploaded the report to Performance Manager, you need to set permissions to make the report available to users.

To set or edit permissions for a Performance Manager report template:

In the menu, click Administration > Reports.
Click the name of the report template for which you would like to edit or set permissions and associations. The Edit Report Template dialog box displays.
You can change a report’s permission settings by modifying the selections in the Projects and Modules list boxes. This will determine which users have access to the selected report template.
Once you are done editing, click OK to save your changes to the report template. The edits you have made are applied immediately. Users will see changes the next time they access or refresh the report list.