Reports Overview

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 users 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 for more information on Managing Report Access.

Other Dependencies

Refer to the Report Administration section to learn more about setting up critical report dependencies while working on reports.

How to Provide a Navigation Access?

The Navigation Role assigned must have access to the Reports section. Do the following:

1. Navigate to Maintenance > Administration > User & Role Management.
2. Click Navigation Role.
3. Double-click on the Role assigned to the user or 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.