Manage Reports

 

Introduction

At the Intelliview NXT system level, a user can be designated either as an Author or as a User. The Author may create new Dashboards whereas a User does not have permission to do so.

 

At the Dashboard level, a user may have one of 3 levels of privileges.

 

Dashboard Author – Authors create Dashboards and assign permissions to other users to access the Dashboard as either Editors or as Viewers.

 

The Author has the functionality to edit and make changes to the Dashboard and Widgets and can save any edits to overwrite the original dashboard/widget with the edits made at dashboard viewing time.

 

Dashboard Editor

 

The Editor has all of the editing functionality available to the Author and can save any edits made to the Dashboard as a “Sub Report” of the original dashboard. Editors may also edit widgets and save the edited widget as a ‘widget layout’ of the original widget.

 

Sub reports and widget layouts created by the Report Author are available for viewing by all users whereas a sub report created by the dashboard editor(s) is only available to the editor who created it.

 

The Dashboard Editor will not be able to overwrite any of the sub reports or widget layouts created by the Author of the dashboard.

 

Please refer to the Editing Dashboards section for more information on editing Dashboards and Widgets.

 

Dashboard Viewer

 

‘Viewers’ only have viewing capabilities and do not have any editing privileges. Please refer to the Viewing Dashboards section for more information.

 

 

 

top.jpg

 

 

Manage Reports >>