Administering Report Templates

Reports represent a point in time snapshot of data in The Anywhere Platform. When viewing a previously run report, the data presented in that report is always the same.

Reports are based on a template which defines the data to be displayed in the report, the presentation of that data and the filters that an end user can apply to limit what data is displayed.

The scope of this document covers the administration of report templates, specifically defining which users have access to them.

Creating and editing report templates is covered in Report Template Configuration. 

To change who is able to create reports using a template, the template must first be in edit mode. 

From the menu, select 'Admin Center' under the 'Administration' section.

From the administration workbench, select 'Report Templates' from the 'Data and Reporting' section. This will open the Report Templates dashboard.

Select a template to edit by clicking on the Id (to the left of the record) or the drill-down arrow to the right of the record. This will open the Report Template Detail page.

In the Report Template Detail page click on 'Edit Template'.

If the template has filters, the filters will be displayed in a pop-up. Values should be entered for these (any value can be selected) and then click on 'OK'. Then click on the Pencil icon in the title bar as if editing a dashboard.

Click on Open Settings and then select the ‘Access’ tab.

This tab shows the users and groups who have either View or Edit access. Both types of access allow running of the report by users named specifically or who are part of a group listed here. Groups or users having edit access can also change the template.

Click on the '+' icon beneath the Users or Groups section to add access to a user or group. Click on the 'x' icon next to a user or group to remove access.

To change the access, remove the user or group first and then add them again with the correct access.

Click on Save when done.

Disabling a template may be useful either as a way to prevent users running a report whilst changes are being made to the template or to stop using a template entirely.

From the menu, select 'Admin Center' under the 'Administration' section.

From the administration workbench, select 'Report Templates' from the 'Data and Reporting' section. This will open the Report Templates dashboard.

Select a template from the list and either click on the ID column to the left or the drill-down arrow to the right of the template in the list.

This will display the Report Template Detail page. From this page, click on 'Disable Template'  to remove it from the library.

Previously disabled report templates will have an 'Enable Template' icon. Click on this to enable the template again.