Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


This screen can be used to turn on or off reports and set who can view or edit specific reports.
  • The Vision Business Intelligence User Maintenance can be launched from the User Admin maintenance screen of the application it's embedded in.
    • i.e open Vision Warehouse\Admin Menu\Configuration\Users and click the BI User Manager button at the bottom of the screen in Vision Warehousing.

Image Modified

Buttons on the bottom of the screen:
  • Click the Save button to record any changes you have made.

  • Click the Close button to discard any changes you have made since the Save button was last clicked and close the screen.
     
Enquiry / Report Access Section:
  • Click the user group, the 'Enquiry View Permissions' and 'Report View Permissions' will show ticks for any enquiries / reports that the selected user group has access to.
    • A report must be selected to View for it to show in the BI Reports screen.

User Groups Section:
Enquiry View Permissions Section:
  • Use the 'Type to filter' to help you easily find the enquiry you're looking for.
    • Here you can tick an enquiry to grant the selected user group access to it, or un-check to revoke access.

Report View Permissions Section:
  • Use the 'Type to filter' to reduce the number of reports show and help you find the report you're looking for.
    • Here you can check a report to grant the selected user group access to it, or un-check it to revoke access.

  • N.B. Reports 'Shared' with user groups are reflected here.  See sharing in 'BI Reports'.

The following links describe the two tabs on this screen in more detail: