Assigning Multiple Reports in WebReports

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Summary

WebReports supports assigning multiple reports during a single report assignment operation.

This feature allows administrators to select multiple reports and apply the same assignment settings to all selected reports at once. This helps reduce repetitive configuration steps when assigning reports to the same connection profiles, roles, and controls.

Opening Report Assignments

To create a report assignment:

1. Open WebReports.
2. Navigate to Management.
3. Locate the Assigned Reports section.
4. Select Add.

The Add Report Assignment window will open.

Selecting Multiple Reports

Within the Add Report Assignment window, multiple reports can be selected simultaneously.

1. Select the desired reports from the report list.
2. Each selected report will appear in the selection area at the top of the window.
3. Continue selecting additional reports as needed.

Multiple reports can be assigned together using the same assignment configuration.

Completing the Assignment

After selecting the desired reports:

1. Configure the appropriate connection profiles.
2. Configure the required roles.
3. Configure any applicable controls.
4. Select Add Assignments to create the assignment.

The selected assignment settings will be applied to all selected reports.

Benefits

Using multi-select report assignments can help:

• Reduce repetitive administrative tasks.
• Apply consistent assignment settings across multiple reports.
• Simplify report deployment and security management.
• Save time when onboarding new reports or updating existing assignments.

Notes

Note: Assignment settings are applied to all reports selected during the assignment process.

Note: Reports can be added or removed from the selection before saving the assignment.