FAQs

Q: Why am I unable to see my target report template, schedule or subscription in the list?


A: Reporting Tool controls if users are authorized to access and manage a template and its related schedules and subscriptions by assigning report template permissions. The table below details the permission control rules of Reporting Tool.


Object

User

Permission

Template

Creator

View/Edit/Delete the template, manage template permissions, preview and download reports based on the template, create schedules and subscriptions based on the template

Template

Non-creator Users

Non-creator users’ access to the template vary depending on the permissions assigned to the template:

  • If no permission is assigned, all users can view template details in the template list, preview and download reports based on the template, and create schedules and subscriptions based on the template

  • Users with the Operation permission can view template details in the template list, preview and download reports based on the template, and create report schedules and subscriptions based on this template

  • Users with the Receiving permission can receive report subscription emails generated based on the template

Schedule

Creator

View/Enable/Disable/Edit/Copy/Delete the schedule, manage schedule records, create subscriptions based on the schedule

Schedule

Non-creator Users

Non-creator users’ access to the schedule vary depending on the permissions assigned to the related template:

  • If no permission is assigned, all users can view schedule details in the schedule list and create subscriptions based on the schedule

  • Users with the Operation permission can view/enable/disable/edit/copy/delete the schedule, manage schedule records, and create subscriptions based on the schedule

  • Users with the Receiving permission can receive report subscription emails generated based on the template

Subscription

Creator

View/Enable/Disable/Edit/Delete the subscription, manage subscription records

Subscription

Non-creator Users

Non-creator users’ access to the subscription vary depending on the permissions assigned to the related template:

  • If no permission is assigned, all users can view subscription details in the subscription list and manage subscription records

  • Users with the Operation permission can view/enable/disable/edit/delete the subscription, manage subscription records

  • Users with the Receiving permission can receive report subscription emails generated based on the template

In addition, subscription recipients can manage the corresponding subscription records

Q: What will happen if I enable the “Is Template Parameter” option after uploading a BIRT template?


A: After you enable the Is Template Parameter option for a parameter:

  • The parameter is invisible to non-creator users, thus you can set confidential parameters such as application access keys and passwords as template parameters.

  • You can click the Default Value column of the parameter to customize its default value.


../_images/RPT-FAQ-TemplateParameter.png

Q: When will the “Merge to one Excel file” option appear on the New Subscription page? What will happen if I select the option?


../_images/RPT-FAQ-Excel.png


A: The Merge to one Excel file option will appear when all the following conditions are met:

  • The subscription has at least 2 main related schedules.

  • The format of all main related schedules is Excel.


After the Merge to one Excel file option is selected, the files generated by all related schedules are merged into one Excel workbook containing different sheets.