Assigning Reports to Roles in WebReports

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Overview

Report assignments determine which roles have access to reports within WebReports.

Users inherit report access through the roles assigned to their account. Administrators can create report assignments from the Assigned Reports section of the Users page.

A single assignment can be used to assign one report or multiple reports to a role.

Prerequisites

Before assigning reports to roles:

• The role must already exist.
• The report must already exist in WebReports.
• The connection profile must already be configured.
• The administrator must have access to the Users page.

Accessing Report Assignments

1. Log in to WebReports using an account with administrative privileges.
2. Navigate to Management → Users.
3. Locate the Assigned Reports section.
4. Select Add.

The Add Report Assignment window opens.

Caption: Use the Assigned Reports section to create report assignments for WebReports roles.

Creating Report Assignments

To create a report assignment:

1. Select one or more reports.
2. Select a connection profile.
3. Select a role.
4. Select a report type.
5. Enter the number of expiration days.
6. Select Add Assignments.

Once the assignment is created, users assigned to the selected role inherit access to the assigned reports.

Caption: Configure report assignments by selecting reports, a connection profile, a role, a report type, and an expiration period.

Assignment Fields

Caption: Example report assignment showing a selected report, connection profile, role, report type, and expiration period.

Assigning a Single Report

To assign a single report:

1. Open the Add Report Assignment window.
2. Select a report.
3. Configure the connection profile.
4. Select a role.
5. Select a report type.
6. Enter the number of expiration days.
7. Select Add Assignments.

The selected report is assigned to the selected role.

Assigning Multiple Reports

Multiple reports can be assigned during a single operation.

To assign multiple reports:

1. Open the Add Report Assignment window.
2. Select multiple reports from the report list.
3. Configure the connection profile.
4. Select a role.
5. Select a report type.
6. Enter the number of expiration days.
7. Select Add Assignments.

All selected reports will be assigned using the same configuration settings.

Note: Assignment settings are applied to every report selected during the assignment process.

Caption: Multiple reports can be selected and assigned using a single configuration.

Report Assignment Types

The available report types may vary depending on the report configuration.

Common report types include:

• Finished Report
• Visualize
• Detail Grid
• Summary Grid

The selected type determines how users access and interact with the report.

Verifying Report Assignments

After creating an assignment:

1. Return to the Assigned Reports section.
2. Review the assignment grid.
3. Confirm the report appears with the expected:
   • Connection Name
   • Type
   • Role
   • Expiration Value

Assignments become available immediately to users who belong to the assigned role.

Related Articles

• Managing Users and Roles in WebReports
• Managing Report Assignments in WebReports

Article Summary

Report assignments control access to reports within WebReports. Administrators can assign one or more reports to a role by selecting the report, connection profile, role, report type, and expiration period. Users inherit access to assigned reports through their role memberships.