Overview
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Report Generator lets nominated users customise and re-run generate reports sorting and grouping fields of reports they have access to. If a report is also enabled for Report Subscription, the generated report can be scheduled for update reruns and emailed to select recipients on a daily, weekly or monthly basis. |
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Step-by-step guide
A User can only generate and subscribe to a report if they belong to the report user group nominated for the report when it was designed.
1. Enable Scheduled Reporting
Scheduled Reporting can be enabled by administrators. It can be active globally or only to specific roles or users. To enable this feature:
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1. Enable and configure Report Generator settings
(This step is an admin role function so the settings will not be displayed to other roles.)
Report Generator can be enabled for globally (for all users) or restricted to specific roles using the Override feature.
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To enable Report Generator:
- In the CMS, navigate to Settings → Feature Management → System.
- Toggle on Scheduled Reporting and click Configure.
In the 'Scheduled Reporting Features Settings' screen,
if running reports will be active for all users, toggle ongo to the Enable Report Generator
. This will turn on the Report Generator feature for all users. If this feature is to be active only for certain roles or users, use overrides to limit access.toggle.
Note
title CAUTION The Enable Report Generator toggle is is the global ON/OFF setting for the feature. Unless you want all users to be able to access all reports that can be generated, DO NOT toggle this on. Instead, leave it disabled and add Roles as overrides. Only users assigned these Roles will be able to access the Report Generator function.
- To add an override, click Overrides.
- Click the Add An Override button.
- In Role, select the role you want to add.
- To switch on the Override, toggle on Override Value.
- Click Confirm.
- To add any other Role Override required, perform steps b-e.
- Once you have exited the Overrides screen, in the main screen, click Save or Save & Exit.
- (Optional) Toggle on Enable Report Subscription to allow users to schedule report updates to be emailed to themselves and/or other selected users. (See Subscribe to a reportReport.) Note - This option can be disabled but its use requires Report Generator to be active.
- Once 'Enable Report Generator' is enabled, the Run Reports menu item is available in the Reporting menu globally or for the set of CMS Roles and/or Users. Run Reports provides users with system and user reports to which they have been granted access.
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