Setting Permissions on Report

You must give permissions to users so that they can run the new, custom report.

You can give permissions using a Project template (to distribute the permission to all projects), or do it on case-by-case bases, one project at a time.

To set permissions:

  1. Sign in to Unifier as a Company Administrator and go to the Company tab (Company Workspace), ensure that you are in Administration mode > Company Sponsored Shells > Projects.
  2. Find your Project (the project that you want to add the Custom Report to) and open.
  3. Click Access Control.
  4. Go to the Custom Report, click the report to open the Permission Settings window.
  5. Add View access for any Users or Groups that you want to be able to run the Custom Report in your Project.

Repeat the preceding steps if you want to add your Custom Report to other Projects.

Related Topics

Creating a Report with Line Items

Formatting Data

Adding Summary Page to Report

Adding a Chart

Adding Headers and Footers

Adding BI Fields to RTF File Header or Footer

Importing Template into Unifier

Adding a Report to Navigator

Running the Report



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Last Published Wednesday, March 28, 2018