Product How-To: Setting Report Permissions

With InetSoft's reporting software, administrators can set report permissions that govern the access or limitations of specified users. View the information below to learn more about the Style Intelligence solution.

Permissions can be set not only at a report level but also at a component level (Ad Hoc tool, Scheduler, dashboard, Report Explorer, etc.) and at an object level (data models, queries, worksheet assets). Report permissions are set via the Report tab; all other permissions are set via the Objects tab.

Permissions for reports are set by selecting the Report tab and then selecting the 'Repository' node from the tree.

The 'Repository' is a collection of reports structured into one or more folders. The repository will always have a root folder '/'. All reports and folders are located within this root folder. (Remember: Folders displayed in the repository are logical groupings of reports and do not physically exist on disk.

 
 

To set the permissions for an individual report or an entire folder:

1. Selecting the report or folder from the tree, and select the Security tab at the bottom of the screen.

2. Deselect the 'Use Parent Permissions' check-box.

3. Select the desired users/roles/groups from the tree in the box titled 'Available Entities' and drag and drop them into the list titled 'Selected Entities' (or click on the '>' button).

4. Select the appropriate permission detail: r = read, w = write, d = delete.

5. Click 'Apply' to save your changes.

Notes on Report Permissions

• The 'Use Parent Permissions' option for a report or a folder implies that it will inherit all of the permissions from its parent folder. If there are no permissions set for its immediate parent, its permission inheritance will recurse higher up in the hierarchy of folders, until the root folder is reached.

• Write permissions on a folder indicate that a user/role/group can save reports in the folder using the Ad Hoc reporting tool.

• Every user has full r/w/d permissions to his/her 'My Reports' folder.

• If a user has 'write' permissions on a report he/she can save over the original report template after making modifications using the Ad Hoc report tool. (Using the 'Save' button).

• If a .srt file is set to be 'Read Only' within the file system, a user cannot Save over this report template using the Ad Hoc tool.

• If a user has 'read' permissions (but no 'write' permission) on a report, he/she may save a copy of the report ('Save As') into any folder to which they have write permissions.

• If a user has read permissions on a report, but no read permissions on its parent folder, the report will not be visible in the repository tree. However, it can be viewed as a hyperlinked report.

• If explicitly set, the permissions of a report or a folder will override its parent permissions.

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