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. Read below for more information.
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.
When users are denied access to a report, or a report is inactive, they will not see it in the list of reports.
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
Deny All - "X"
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.
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:
Manage Active or Inactive Reports
Dashboard KPI Manager Overview
The Dashboard API Manager performs a similar role as the Report Manager in that it allows users to define access to dashboard widgets. Each widget can be defined so that all dashboard users have access or only specific users can have access. Users can also disable a widget entirely by making it inactive.
Navigate the KPI's
Similar to the report manager the Dashboard Manager will have the widgets listed by category. These parent categories help group related widgets by topic.
Expand the categories to browse for a widget or use the search box to filter the widget list to those that match keywords.
The widget list has an icon for each report signaling the global permission, Allow All or Deny All.
Allow All - checkmark
Deny All - "X"
Users can further filter the widget 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.
For more information on using the dashboard manager refer to the following links:
Set Global Dashboard Widget Access → hyperlink
Override Global Dashboard Widget Access → hyperlink
Manage Active or Inactive Dashboard Widgets → hyperlink