Assigning Reports to Roles in WebReports

Trouble Viewing Images? Right-click on any image and select "Open in new tab" to view a larger version. You can also zoom in using Ctrl + Mouse Wheel for easier readability.

Article Goal

Learn how to assign reports to roles in WebReports to control access based on user type and report capabilities.

Why Assign Reports?

Assigning reports in WebReports ensures that only users with the appropriate roles, types, and connection permissions can access and run specific Views. This enables role-based access control and streamlines report distribution across your organization.

Use Case: Want to allow only managers to access the "Sales Summary" report? Assign it only to the Manager role with the proper connection and view type (e.g., Finished Report).

Where Can You Assign Reports?

You can assign reports from the Users page under the Management tab in WebReports.

Note: Only users with the appropriate permissions (e.g., Admin or Publisher) can assign reports.

Video Tutorial:

Steps To Assign Reports

Step 1: Navigate to the Users Page

• Click the Management tab on the WebReports navigation bar.

• Open the Users page.

Step 2: Click the Add Button

• Click the plus sign (+) or Add button to start assigning reports.

Step 3: Select the View

• Browse and choose the View you want to assign.

• Only published Views will be available.

Step 4: Select the Connection

• Choose the WebReports connection this View should use.

• This determines the database/environment context.

Step 5: Choose the Execution Type

Select the execution type you want the View to support:

• Finished Report

• Visualize

• Detail Grid

• Summary

Tip: You can assign the same report with different execution types depending on the user's role or needs.

Step 6: Select Roles

• Choose which roles should be allowed to run the assigned report.

• Multiple roles can be selected if needed.

Step 7: Set Expiration

• Enter the number of days the report assignment should remain active.

• This helps with temporary report access control.

Step 8: Add the Assignment

• Click Add Assignment to finalize the setup.

Step 9: Verify Assignment

• Confirm that the report was successfully assigned.

• You should see it listed under assigned reports for the selected user or role.

What’s Next?

After assigning reports to roles, users can:

• Navigate to the Available tab under Reports

• Execute or download the assigned Views

• Queue reports for future retrieval from the Completed tab

See related articles for:

• Executing Reports

• Downloading Reports

• Queueing Reports

Article Summary

Assigning reports to roles in WebReports allows you to control access to Views based on user roles, view types, and connections. This streamlines the report-running process and ensures secure, role-based access to business data. Through the Management tab, admins can assign reports to roles, specify execution methods, define connection profiles, and limit availability windows. Once assigned, reports become accessible in the user’s interface under the Available tab for immediate execution or download. This process helps organizations enforce governance while providing flexibility to end users.