Transcript Ad Hoc in the Online Report Designer

Adhoc data in the Online Report Designer
Setting up additional users
Outcome for Customer
This guide is designed to give customers the ability to maintain user
permissions for Online Report Designer
Online
Report
Designer
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ARB
data
Summary of Steps
If you are unsure of any steps, please contact CS.
Step
Completed By
1. Enabling ORD for a user
Customer admin
2. Maintaining users for Analytics
Customer admin
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1. Admin Tools
Giving access to users
Legacy Permission Framework:
Admin Tools > Dashboard/ List View / Spotlight View / Report Permission
Find User > Enable the Inform Reports option for the appropriate user.
Role Based Permission Framework:
Admin Tools > Manage Permission Roles > Choose the role that the user is in > click the Permission button
(under Permission Settings)
Find User/Role > Enable the Inform Reports option for the appropriate user/role.
This enables the “Analytics”
sub tab
Users need to log in , navigate to Analytics > Analytics to gain access to the Online Report Designer.
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2. User Maintenance in
Analytics
Maintaining users in Analytics
Analytics > Analytics > Admin
**Only Users set up with the DesignerORDAdmin role will have permission to the Admin menu
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Changing a users Role
User Maintenance > Refresh List to search all users
Select a user > Edit User > Select a different role > Save
Two Roles Available:
DesignerORDAdmin – is able to create, edit, delete any reports in the Online Report
Designer. Is also able to edit users.
DesignerORD – is able to create, edit, delete reports created by the user only. Any users
with this role cannot edit users.
** Please note: by default, when a new user accesses Analytics for the first time, their default analytics role will be DesignerORD.
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