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In this article we provide a brief overview of the Management tab in Web Reports. The Management tab has 8 main sections...
In the Management tab users can:
- Manage Users, Roles and Reports
- Manage WebReports Defined Fields
- Manage WebReports Connection Profiles
- Manage the WebReports Email Profile
- Manage the WebReports Database
- Configure WebReports Registration
- Modify WebReports Configuration
- Modify WebReports Branding
The Users section's main purpose is managing Users, Roles and Reports.
- Add Users
- Invite Users
- Edit Users
- Delete Users
- Admin Change User Passwords
- Add Roles
- Delete Roles
- Assign Reports
- Delete Reports
- Report Management
Users Section Preview:
Defined Fields Section:
The Defined Fields section's main purpose is adding, editing and deleting defined fields that are used for Web Report connections.
Defined Fields Features:
Defined Fields Section Preview:
Connection Profile Section:
The Connections section's main purpose is adding, editing and deleting connection profiles that are used for Web Report connections.
Connection Profile Features:
Connection Profile Section Preview:
Email Profile Section:
The Email Profile section's main purpose is setting up the email profiles for the Auto Scheduler and Success/failure notifications in Web Reports.
Email Profile Features:
- Setting up an email profile for WebReports
Email Profile Section Preview:
Database Maintenance Section:
The database maintenance section allows you to track and clear certain information on the database.
Database Maintenance Features:
- Tracking Database information
- Shrink Database
Database Maintenance Section Preview:
The configuration section allows you to configure your WebReports.
- Report Options
- CORS Options
- Database Maintenance
- Application Maintenance
- Logging CleanUp Options
- IFRAME Options
The Branding section allows you to change the branding options (Colors / Logos) for your WebReports.
- Login Image
- Notification Icon
- Primary Color
- Primary Focus Color
- Primary Focus Color RGB
- Secondary Color
- Header Text