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Article Goal
Learn how to use the Queue for Role button in WebReports to execute reports and make them available to users assigned to specific roles, without requiring them to re-run the view.
Why Use Queue for Role?
The Queue for Role button functions similarly to the standard Queue button, with a key difference—only users assigned to the role linked to the report can view or export the completed results. This is particularly useful in role-based access environments, ensuring secure and scoped report visibility and export options.
Available File Types: XLSX, XLS, PDF, DOCX, PRNX, CSV
Where Can You Queue for Role?
The Queue for Role button is located on the Available Reports page under the Reports tab in the WebReports navigation bar.
Steps to Queue for Role
Note: This example uses Queue for Role. View setup may vary depending on the presence of parameters, filters, or other configurations.
Step 1: Open the Available Reports Page
Make sure you're on the Available Reports page under the Reports tab.
Step 2: Enable Roles
Click on the Roles button at the top of the Available Reports page.
Step 3: Choose the View and Verify Role
Select the View you want to queue and check the Role column to confirm which roles will be able to access the report once queued.
Step 4: Click Queue for Role
Click the Queue for Role button next to the selected View.
If the View contains parameters, you will be prompted to enter them before proceeding.
Step 5: Confirm Execution
A notification should appear at the bottom of your browser confirming the report has been successfully sent for execution.
Step 6: Go to the Completed Page
Navigate to the Completed page where the report will appear once processing is complete.
Step 7: View, Re-execute, or Export
Users with the assigned role can:
- View the Detail / Summary / Finished Report / Visualize
View the parameter selections used
Re-execute the View if needed
Export the report in their desired format using the Export To button
Article Summary
The Queue for Role feature in WebReports allows secure execution and storage of reports, limiting visibility and export access only to users with designated roles. This method ensures greater control over who can interact with sensitive report data. Once a report is queued, it appears in the Completed section where authorized users can view or export it in multiple formats—XLSX, PDF, DOCX, or XLS—without needing to re-run the View. This streamlines report access and reduces server load from repeated executions.
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