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Report Attributes and Security

Home > Report Designer > The Basics > Report Attributes and Security

Report Attributes and Security

The report attribute form allow the uses to enter key information which is displayed in the list view such as category or author. This form also allows you to set the security of the form which is propagated in the ACT interface.

To access the Report Attribute form please follow these steps:
  1. Open the stand alone Impact Report Designer
  2. Select your desired report from the list
  3. Click on the ATTRIBUTES icon on the top ribbon.




Information
Report Name: Changing this value will also change the name of the file on the hard drive and the name of the report as it appears in the reports list.

Category: This is displayed in the list of reports. Also used when you group like reports together by the category values.

Author: The name of the reports author. By default its the name of the user who created the report.

Description: A longer text field to hold the description of this report.

Security
Hide:   When this is checked the report does not appear in the ACT interface. It is only available from the stand alone Impact report Designer.
Note - In ACT users must have Impact Suite or Impact Report Runner to access reports which are not marked as hidden.

Security: The ACT users security level required to run this report. Some reports may have confidential values such as sales person's commission's structure and you may only what Manager level users to access and run.


See also



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Article ID:
report_attributes_and_security
Views: 293
Created By: jimdurkin
Modified By: [Modified By]
Created Date: 3/24/2014 12:31 PM
Last Modified: 3/24/2014 12:31 PM
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