Page History

...

{0} generated on [1] for [2} frpm CVReport

Step-by-step guide for Admin

When configuring Report Subscriptions, you decide the following:

•  which group(s) of Users (all or by Role) have access to Report Subscription. (Note - This additional functionality can be disabled but if used, permissions for Roles should be coordinated with those in Report Generator.) 

Enable and configure Report Subscription

(Note - The Report Subscription feature may have been enabled and configured when Report Generator was set up.)  

Report Subscription can be enabled globally (for all Users) or restricted to specific Roles using the Override feature.  If a User has access to Report Subscription, when logged into the website, the Report Subscription item appears in the Dashboard menu. 

To enable and configure Report Subscriptions,  Report Subscription:

1. In the CMS, navigate to Settings → Feature Management → System.
   Image Added
   
   
2. Toggle ON Scheduled Reporting and click Configure.
   
   

3. In the 'Scheduled Reporting Features Settings' screen, go to the Enable Report Subscription toggle.
   Image Added

4. The Enable Report Subscription toggle is is the global ON/OFF setting for the feature. You have the option to:
   Toggle ON Global for all Users to have access to Report subscription, and set overrides for selected Roles, e.g., B2C customers, so the feature is not visible on their Dashboard.
   Leave it OFF Global and set access overrides for selected Roles.
   
   

5. To add an override,    
   
   

   1. Click Overrides.
   2. Click the Add An Override button.
   3. In Role, select the role you want to add. 
   4. To switch on the Override, toggle on Override Value. 
   5. Click Confirm. 
   6. To add any other Role Override required, perform steps b-e.
   7. Once you have exited the Overrides screen, in the main screen, click Save or Save & Exit.
      
      
6. To save your settings, click Save or Save & Exit. 

Step-by-step guide for Users

...