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Option

Description

Name

Provide a name for your report.

Description

Provide a description for the report to assist users with understanding its purpose and content.

Folder

Select a folder to save the report into. You will only be able to select folders you have access to.

Sub Folder

Select a sub folder to save the report into. This sub folder may have security and refresh settings applied to it that will affect the report.

Tags

Apply tags to your report to make searching for it easier.

Report Access

There are two access permission options available at the report level:

  • Public: all users with Category folder access will be able to view this report.
  • Private: the writer may assign users access to the report. See Private Report Security for more information.

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Option

Description

Personal Broadcast

Allow or prevent users from broadcasting this report to themselves.

See Broadcast for more information.

Broadcast

Allow or prevent users from setting up broadcast schedules of this report for other users.

See Broadcast for more information.

Web Services

Allow or prevent users from calling this report via web services.

Web Services Name

Provide the name of the report used to call via web services.

Email

Allow or prevent users from distributing this report via email.

See Sharing Reports for more information.

Email & Broadcast Security

This setting is used to determine whether a report can be emailed from the system to unauthorised users or not. The options include:

  • Validated Users: only users that have security access to the category folder and the report. Prior to sending the report is validated against user permissions.
  • All Users: the report can only be sent to people that are registered users of the system.
  • Unsecure: the report can be sent to unregistered users.

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