On the Reports list page of the Administrator Dashboard, we can set report permissions and categories. Now that we've created a “Quick Start” category we can put a report in it. Also, we can put the Employee Directory report in the "HR" sub-category.

Reports List Page

From the Administration section of the left menu, select Reports to display the Reports list. The Reports list in the Admin Dashboard

Setting Permissions on the Sales Report "Customer List"

Select the check box next to the Customer List report and at the bottom right, click the Permissions button. Customer List report selected to reveal Permissions button. In the Change permissions dialog that appears, set the permissions for the Sales role to Full, and ensure that permissions for the Everyone role is set to None and click Update. The Change Permissions dialog where you can set permissions to a report for each role. Note: In the Change permissions dialog, you set access permissions to the report for each role. When you set permissions to None for a role, the report is no longer displayed for any users in that role. When you set permissions to Full or Read & Modify for a role, all users assigned to that role can delete the report. If you change the permissions on the Everyone role from the default Read to None, the report is invisible to other departments. After you finish with the Quick Start, you may want to change permissions on the sample reports back to Read for the Everyone role.

Setting Up a Sales Reports Category

With the Customer List report still selected, click the Categories button (next to Permissions at the bottom right). Report selected to reveal Categories button. In the Assign categories dialog that appears, select the check box for "Quick Start" and click Assign. Assign categories dialog Note: In the Assign categories dialog, we select the categories in which to display the report. The report is displayed only in categories that are checked. You can select multiple categories. For example, if you check both Quick Start and HR, the report appears in both lists. Back on the Reports list, clear the check box next to the Customer List report. The Permissions and Categories buttons at the bottom right disappear.

Setting Up the "Sales Person Performance" Report for the Sales Department

In the same way that we set up the Customer List report above, select the Sales Person Performance report, and click the Permissions button. Sales Person Performance report selected and Permissions button In the Change permissions dialog that appears, in the same way that we did in the previous report, set the permissions for the Sales role to Full, and set permissions for the Everyone role to None and click Update. The Change Permissions dialog where you can set permissions to a report for each role. Back on the Reports list, with the Sales Person Performance report still selected, click the Categories button. Sales Person Performance report selected to reveal the Categories button In the Assign categories dialog that appears, select the check box for "Quick Start" and click Assign. Assign categories dialog Back on the Reports list, clear the check box next to the Sales Persson Performance report.

Setting Up the Product Managers Reports

You can set permissions and categories for multiple reports at the same time. Here is how you do it. In the Reports list, select the check boxes for the "Sales by Country," "Sales by Genre," and "Sales Overview" reports, and click the Permissions button. Multiple reports selected for Permissions In the Change permissions dialog that appears, set the permissions for the Product Managers role to Full, and set permissions for the Everyone role to None and click Update. Change permissions on multiple reports Back on the Reports list, with the three reports still selected, click the Categories button. In the Assign categories dialog that appears, select the check box for "Quick Start" and click Assign. Assign categories dialog Back on the Reports list, clear the check boxes for all three reports.

Setting Up the "Employee Directory" Report for Human Resources

We want to allow every department to view the Employee Directory report, and we also want it in the HR category. In the Reports list, select the check box for the Employee Directory report and click the Permissions button. Employee Directory report selected to show the Permissions button In the Change permissions dialog that appears, set the permissions for the Human Resources role to Full, and set permissions for the Sales and Product Managers roles to Read and click Update. Change permissions dialog with Read set for two roles and Full set for HR role. Back on the Reports list, with the report still selected, click the Categories button. In the Assign categories dialog that appears, select the check box for "HR" and click Assign. Assign categories dialog with HR selected Now we have finished report management settings in the Administrator Dashboard. Back to ActiveReports Server Quick Start Previous: Creating Report Categories | Next: Find and Display Reports