Function | Permission |
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General |
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Report Access CRUD | Enables users to view, edit, create, and delete reports. |
User Profile | Enables users to update their user profile. |
Draft Content List | Shows a list of draft content on the Dashboard and Browse pages. |
Favorites | Enables users to add reports to their favorites list. |
Export Reports to CSV | Enables users to export report results to CSV. |
Export Reports and Dashboards to DOC | Enables users to export content items to DOC. |
Export Content to PDF | Enables users to export content items to PDF. |
Export Reports and Dashboards to XLS | Enables users to export content items to XLS. |
Bookmarks and Snapshots | Enables users to create and use bookmarks and snapshots. |
Hide Print on Reports & Dashboards | Hides the Print option on the Report and Dashboard pages. |
Dashboard |
|
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Personal Dashboard CRUD | Gives users access to the dashboard page, and allows them to create their personal dashboard, which is only visible to them. |
Hide Dashboard Maximize Report | Hides the maximize option on dashboard reports. |
Hide Dashboard Report Menu | Hides the drop-down menu on reports in the dashboard. |
Refresh Dashboard Reports | Enables users to set a refresh period on Dashboard reports. |
Public Dashboards CRUD | Enables users to create and edit public dashboards. |
Disable Add Existing Tab | Prevents users from adding existing tabs from the Browse Page or from the Pre-Built Tab option to their dashboard. |
Show Draft Dashboards | Shows Dashboards that other users are editing. |
Browse |
|
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Hide Browse Page | Hides the report browse page. |
Hide Advanced Report Search | Hides the advanced search on the report list page. |
Hide Columns Option (Browse Page) | Hides the columns option on the report list page. Users will not be able to change the columns displayed. |
Hide Report Details (Browse Page) | Hides the report details on the report list page. |
Approval Administration | Enables users to see outstanding report approvals. |
Draft Public Reports | Enables users to see draft versions of public reports that other users create. |
Report Builder |
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Report Types | Enables users to create freehand SQL reports or Jasper reports. |
Public Reports CRUD | Enables users to create and edit public reports. |
Versioned Reports | Enables users to archive report result sets, depending on the Content Category Version History settings. |
Sub Queries | Enables users to create subquery reports. |
Ad Hoc Reports | Enables users to create ad hoc reports. |
Access Filter | Enables users to set or change the access filter on reports. |
Related Reports | Enables users to set up codisplay, drill down, and drill through functionality. |
CSV Reports | Enables users to write reports based on CSV files. |
Advanced CSV Functionality | Enables users to perform advanced operations on CSV reports such as selecting the data source. |
Custom Query Filters | Enables users to create user prompt drop-down filters populated by custom SQL queries. |
Min/Max default filter values | Enables users to set default values for cached filters to the minimum and maximum cached value. |
Disable Cached Filter Values | Prevents users from caching report filter values. |
SSRS Reports | Enables users to create SQL Server Reporting Services (SSRS) reports. |
Allow Freehand SQL Calculated Fields | Enables users to create Freehand SQL Calculated Fields in reports. |
Report Menu |
|
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Broadcast Reports | Enables users to broadcast reports on a one-off or scheduled basis. |
Distribute Reports | Enables users to distribute reports on dashboard tabs to other users. |
Email Reports | Enables users to send an ad hoc email copy of a report. |
Hide Open Report | Hides the open report menu item. |
Hide Report Details (Report Menu) | Hides the report details item on the report menu. |
Hide SQL | Hides report SQL from users. |
Multicast Reports | Enables users to broadcast reports to external users. |
Multicast Access Filter Reports | Enables users to broadcast reports with access filters to external users. The credentials of the user who creates the broadcast are used to send the report to external users. |
Hide Report Refresh | Hides the report refresh menu item. |
Hide Embed Links | Removes links to embed reports and dashboards by using the Javascript API. |
Hide External Links | Removes external, direct links to reports and dashboards. |
Storyboard |
|
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Storyboards CRUD | Enables users to view, create, edit, or delete storyboards. |
Storyboard Admin | Enables users to edit or delete any private or public storyboard. |
Public Storyboards | Enables users to make a storyboard public. |
Storyboard Global Filters | Enables users to set global filters on storyboards. |
Collaboration |
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Hide Comments | Hides the comment functionality from reports, storyboards, and dashboards. |
Annotations CRUD | Enables users to create, read, update, or delete. |
Timeline | Enables users to access their timeline. |
Connections | Enables users to connect to other users through their timeline. |
Discussion Topics CRUD | Enables users to browse and to contribute to discussion topics. |
Collaboration Admin | Enables users full administration access to discussion streams, comments, and tasks (both public and private). |
Activity Stream | Enables users to access the activity stream. |
Enable Tasks | Enables users to see and be assigned tasks. |
Personal Tasks | Enables users to create and assign tasks to themselves. |
Public Tasks | Enables users to create and assign tasks to themselves and others. |
System Task Admin | Enables users to approve or reject the completion of system tasks. |
Configuration |
|
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Configuration | Enables users to modify Remedy Smart Reporting site parameters. |
Configure Logon ID | Enables users to specify how users are authenticated. |
Configure Page Format | Enables users to configure the page layout (such as integration settings). |
Configure Support Email | Enables users to set the support email address. |
Administration |
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Import | Enables users to import content from XML files. |
Export | Enables users to export content to XML files for backup or transfer to another system. |
Folder Access | Enables users to configure report categories. |
System Information | Enables administrative users to view system information. |
License Management | Enables users to view Remedy Smart Reporting license details and upload new license files. |
Create and Edit Tags | Enables users to create or edit tags used in discussions. |
Client Organization Management | Enables users to set up and manage client organizations. |
Filter Period Management | Enables users to choose which predefined date filters are available. |
Translate Content | Enables users to translate user-entered data on dashboards, reports, and views. |
Themes CRUD | Enables users to manage storyboard themes. |
Geometry Pack Management | Enables users to import and delete GeoPacks. |
Background Execution Management | Enables users to view the current background execution queue, cancel current queries, and force start queued items. |
View and Field Categories | Enables users to manage view and field categories from the Admin Console. |
Org Reference Codes | Enables users to manage Org Reference Codes from the Admin Console. |
Plugin Management | Enables users to manage plug-ins including Third Party Source Connections, JDBC Drivers, and Advanced Functions. |
Data Sources & Views |
|
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Data Sources CRUD | Enables users to create, edit, or delete data source connections. |
OLAP | Enables users to connect to OLAP data sources. |
Data Source Admin CRUD | Enables users to create, edit, or delete all data sources regardless of security restrictions. |
Source Filters | Enables users to create data source filters. |
Database Views CRUD | Enables users to create, edit, or delete Remedy Smart Reporting views. |
Freehand SQL Views | Enables users to create Freehand SQL views. |
Show Draft Views | Enables users to see views being edited by other users. |
Stored Procedures | Enables users to create views against stored procedures. |
Force Clone Views | Removes the option to edit existing views directly. (Users are forced to clone views to edit them.) |
Hide DBMS Messages | Replaces error messages from DBMS with generic messages. |
Create CSV Table | Enables users to create CSV tables within a view. |
Composite Views | Enables users to create composite views. |
Skip Schema Check | Bypasses schema check when using CheckSchemaForUser functionality. |
Report as a Datasource | Enables reports to be written against the results of another report. |
User Administration |
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User Management CRUD | Enables users to create, edit, and delete user accounts. |
Group Management CRUD | Enables users to create, edit, and delete user groups. |
Roles Management | Enables users to create, edit, and delete security roles. |
Hide profile password | Removes the password reset option in My Profile. |
Disable profile email change | Stops users from changing their email address in My Profile. |
Hide profile User ID | Removes the User ID option in My Profile. |
Named User | Enables users to bypass concurrent login limitations. |
Restrict Visible Roles | Restricts the roles that are visible to a user when adding new users and groups. |
Web Services |
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Web Services | Enables users to log in to Remedy Smart Reporting web services. |
Disable Mobile Access | Stops a user from accessing reports through a native mobile application. |
Other |
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Subscribe to Broadcast | Enables users to subscribe to report broadcasts. |
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