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The Data Managers module in Office offers users two functions - Report Manager and Dashboard KPI Manager. These sections give users more control over who can access specific data in Community Connect Office.

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Report Manager Overview

The Report Manager allows a user to set default permissions for each individual report in the Office application. This means that every report can be made globally available or hidden to all users with report access. Additionally, each report allows users to override the default setting for a specific user. Meaning that global permissions can be set and automatically applied to users when granting report access but there can be exceptions, granting access for a particular user. 

Navigate the Report List

Similar to the way reports are grouped in other places, the list of reports will be listed by category. These parent categories help group related reports by topic. 

Expand the categories to browse for a report or use the search box to filter the report list to those that match keywords.

The report list has an icon for each report signaling the global permission, Allow All or Deny All.

• Allow All - checkmark

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• Deny All - "X"

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Users can further filter the report list using the bottom Active/Inactive/All toggle buttons.

Report Details

When a report is selected the report details will show the report name, category (or categories) and description.

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A single report can fall into more than one category. This allows a report to be found under more than one topic.

For more information on using the report manager refer to the following links:

Set Global Report Access 

Override Global Report Access

Manage Active or Inactive Reports → hyperlink to doc

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Dashboard KPI Manager Overview

The Dashboard API Manager...

Navigate the KPI's

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