Personal Reporting impacts several areas of the application including Enterprise Administration as it relates to access as well as the storage and visibility of reports.
Definitions for ad-hoc reporting related permissions:
Create Dashboard - Grants users the ability to create dashboards, which are customized layouts of published reports.
Create Reports - Grants users the ability to create an ad-hoc report.
Manage Dashboards - Grants users the ability to manage dashboards including editing, deleting, and assigning a dashboard to the organization home page.
Manage Published Reports - Grants users the ability to delete ad-hoc views and ad-hoc reports.
View Published Reports - Grants users the ability to view a published ad-hoc report without having any creation or management permissions or access to the starting ad-hoc views that were the basis of the report.
In support of Personal Reporting functionality, there are two publishing related permissions:
There are numerous privileges within the Reports category that allows for greater control of reporting access:
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PRIVILEGES |
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Account Controls View View Budget Information
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Admin Log View View Admin Specific Logs
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Contract View View Contract Specific Information
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Contract User Audit View View Contract User Audit Information
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Invoice View View Invoice Information
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Invoice User Audit View View Invoice User Audit Information
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Master Bill To Address Information View Bill to Address Information
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Master Ship To Address Information View Ship to Address Information
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Org and User Settings View View Organization and User Information
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Payment Voucher View View Payment Voucher Information
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PO and Solicitation View View Purchase Order and Solicitation Information
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PO User Audit View View Purchase Order User Audit Information
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Receipt View View Receipt Information
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Req and PO Active Versions View View Request and Purchase Order Active Version Information
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Req and PO View View Request and Purchase Order Information
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Request User Audit View View Request User Audit Information
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Solicitation User Audit View View Solicitation User Audit Information
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Solicitation View View Solicitation Information
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Vendor Invitation Management View View Vendor Invitation Information
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Vendor Management View View Vendor Information
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To allow for flexibility in Personal Reporting management, there are three levels of storage that will be available based on user roles:
Personal - Any ad-hoc views or ad-hoc reports created by this level of user will be stored in a Personal location only.
Personal / Organization - Any ad-hoc views or ad-hoc reports created by this level of user may be stored in a Personal or Organization location.
Storing a view or report in the Organization location means that other users in the organization(s) that the user copies the view or report to, may access the report.
These users will not be able to create a report that is stored in the Public location, accessible to all organizations.
Public / Personal / Organization - Any ad-hoc views or ad-hoc reports created by this level of user may be stored in a Personal or Organization location. Ad-hoc reports created by this level of user may be stored in the Public location.
In support of Personal Reporting, the baseline/starting ad-hoc views may be separated into two different segments for easier management and maintenance. To grant a user access to any or all standard baseline/starting views or security-related starting views, the appropriate view privilege should be added to a user's role(s). For example, a Security-related Access Role could be created with the 10 view privileges listed on the right side of the table below:
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Standard Baseline Views |
Security-Related Baseline Views |
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Contract View |
Account Controls View |
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Invoice View |
Admin Log View |
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Master Bill to Address Information |
Contract User Audit View* |
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Master Ship to Address Information |
Invoice User Audit View* |
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Payment Voucher View |
Org and User Settings View |
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PO and Solicitation View |
PO User Audit View* |
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Receipt View |
Request User Audit View* |
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Req and PO View |
Solicitation User Audit View* |
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Req and PO Active Versions View |
Vendor Invitation Management View |
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Solicitation View |
Vendor Management View |
POWERED BY PROACTIS