Designer Profiles

Each user of the report module can perform a number of actions which are allowed for him by the administrator. Each user has a profile assigned to him (see “Designer Profile” column):

Actions on the report are permitted to this user depending on their profile.

You can see the list of all profiles on the tab “Designer Profiles”:

For each profile using “Access Level” field you can select the set of allowed actions in the report:

After you selected the value, you can see the list of allowed actions under it:

This list is a description of the value you selected in the field.

A designer profile also defines the following:

• Rights to change report structure;
• Rights to create and share of calculated measures and sets;
• Rights on viewing shared pages and other elements shared by other users;
• Rights to create mail broadcasts;
• Rights on exporting data in specific formats;
• Rights on additional actions in the report (displaying charts, export in NRP format, printing reports, creation of local cubes, actions on cubes, drill through with maximum amount of rows, refresh data on all pages, writeback);
• Rights to design an interactive dashboard in the browser and rights to display interactive dashboards in the browser on the tablet in the same way as on a mobile;
• Default Settings (show visual totals, when opening the report, not to show the designer window).

After installing the system you will see 7 already created profiles in the list of designer profiles. Those profiles are created only for your convenience. You can change or delete them, and also create your own profiles.

Let’s give an example. Click on the label “Click here to add a new row” and fill in the name for a new profile:

Next fill in the settings in the bottom of the form like it is shown in the picture and press «Save»:

Now let us assign this profile for the user “john” on the “Report Users” tab. Call the context menu for that user and select the “Edit Report User” item:

In the user editing dialog change the profile to the “TEST PROFILE” and press «Save» button:

Let’s enter the report module under the user “john”, and open any report.

Attention! If you don’t see any report, do not forget, that the user can have no rights. In this case enter the tab “Reports” and use the button  for setting the rights, and also ensure, that there exists an active version of the report.

After opening the report you will see, that the user has no rights to do actions which are not allowed by the profile.