Reports Prerequisites

Overview

The File Cabinet stores and organizes reports and report artifacts. It contains folders, subfolders, and folder contents such as reports and report sets. It is also where you will create Dynamic Reports, Reports Sets, Analytics Reports, and more.

A default File Cabinet folder structure is available for reporting administrator roles. For regular users, the folder structure is displayed according to report access privileges. Users with full access can add reports and sub-folders to these folders. Folders for Dynamic Reports and Report Sets are created only after the creation of the Reporting Cube.

Refer to Report Access to make sure that you have all the required permissions to access reports.

Other Dependencies

• Report Administration: Refer to the Reports Administration section to learn more about setting up various report dependencies that are critical while working on reports.

Navigation Access

The Navigation assigned to you must have access to the Reports section. You can do this from the following:

1. Navigate to Maintenance > Administration > User & Role Management.
2. Click Navigation Role.
3. Double-click on the Role assigned to you or your user group.
4. On the Navigation Access page, ensure that the Reports checkbox is selected.

Refer to the User and Role Management topic to learn more about the navigation role.