Providing Access to a Report

See Also

Permissions Required

Manage Analytics - Creating, editing and deleting Cross Tab and Drill Down reports and granting access to other Users while creating or editing Cross Tab or Drill Down reports.

- OR -

Manage SQL / Microsoft Excel Report Access - Granting access to other Users to view SQL and Microsoft Excel reports.

You can create, edit, and delete reports in the Talisma Analytics Workspace. You can also share reports with other Users.

To Provide Access to a Report

1.  In any Workspace, select Analytics from the GoTo menu. The Talisma Analytics Workspace is displayed.

2.  From the GoTo menu, select Report Manager. The Report Manager dialog box is displayed.

3.  From the Select Report(s) list, select the report for which you want to provide access.  To select multiple reports, click the first report for which you want to change the Permission. Hold down the CTRL key, click on the other reports you want to select. Click Access.

- OR -

From the My Reports pane, select the report for which you want to provide access, and click . The Report Access dialog box is displayed.

The Report Access dialog box

- OR -

From the My Reports pane, select the report for which you want to provide access. From the Reports menu, select Change Access.

4.  Provide access for reports to Users, Teams, or Roles.

To provide access to Users, perform the following steps:

a.  From the Select User(s) list in the Report Access dialog box, select the users to whom you want to provide access.

b.  Click OK.

To provide access to Teams, perform the following steps:

a.  In the Report Access dialog box, click By Team. The By Teams dialog box is displayed.

b.  From the Select Teams(s) list, select the Teams to which you want to provide access.

c.  Click OK.

To provide access based on different Roles, perform the following steps:

a.  In the Report Access dialog box, click By Role. The By Roles dialog box is displayed.

b.  From the Select Role(s) list, select the Roles for which you want to provide access.

c.  Click OK.

5.  In the Report Access dialog box, click OK.

Note  •   You can also open the Report Access dialog box by selecting the required report in the My Reports pane, and selecting Change Access from the Report menu. •   New members added to a Team will not have access to reports to which other members of the Team have access. You will have to provide access to new members as and when they are added to a Team. •   If you are editing a report, other Users who have access to the report will not be able to open the report for viewing.