Managing Report Assignments in WebReports

Report assignments determine which roles can access reports in WebReports. Each assignment connects a report with a connection profile, report type, role, and expiration period.

Users receive report access through their assigned roles.

Prerequisites

Before creating an assignment, verify that:

The report is available in WebReports.
The applicable connection profile exists.
The role has been created.
The users who need access belong to that role.

Open the Assignments page

Sign in to WebReports.
Select Management.
Select Assignments.

The Assignments page displays:

Report
Connections
Types
Access via
Expiration

Use the search box to find assignments by report, connection, type, or role.

Review report assignments

Each report appears as a summary row.

Select the arrow beside a report to display its individual assignments. The expanded rows identify the exact connection, report type, role, and expiration period associated with each assignment.

The checkbox beside an expanded assignment is used to select that specific assignment for deletion.

Create report assignments

Select Add.
Select one or more reports.
Select the connection profile.
Select the role that should receive access.
Select the report type.
Enter the expiration period in days.
Select Add Assignments.

If multiple reports are selected, the same connection, role, report type, and expiration setting are applied to every selected report.

Assignment fields

Field	Description
Reports	One or more reports that will be made available.
Connection	The connection profile used by the assigned reports.
Role	The role that receives access to the reports.
Type	The way users can run or view the report.
Expiration	The expiration period in days.

Available report types may include:

Finished Report
Visualize
Detail Grid
Summary Grid

Available types can vary based on the report configuration.

Verify an assignment

After creating an assignment:

Return to the Assignments page.
Locate the report.
Expand the report’s summary row.
Verify the connection, report type, role, and expiration period.

Users assigned to the selected role should then see the report according to the assignment settings.

Delete an assignment

Locate and expand the applicable report.
Check the box beside the individual assignment you want to remove.
Select Delete Selected.
Verify the selected assignment.
Confirm the deletion when prompted.

Delete Selected remains unavailable until at least one individual assignment is selected.

Removing an assignment may remove report access from users who receive access through that role.