BI Report User Maintenance

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.

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:

The User Groups shown here match those setup in the Users (User / Group Maintenance) Screen.
- Click on one to see which Views or Reports are enabled.

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: