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Report Generator permits Role-defined groups of users (by Role) to re-run (generate) certain reports themselves.  During the report design stage, a report can be assigned a Report Group and made active for Report Generator. When configuring Report Generator, Admin selects the Report Groups that can be accessed via the Report Generator. All active reports in selected Report Groups will be viewable. Viewing restrictions can be set so that only nominated Roles can access particular Report Group reports.           

As an additional option, generated reports Report Subscription can be enabled for Report SubscriptionGenerator. This feature allows the User Admin to flag a report as subscribable. This will allow Users to set up a scheduled reporting task so that their generated report can automatically be updated and emailed to themselves and any nominated recipients on a daily, weekly or monthly basis.

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Step-by-step guide

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1. Enable and configure Report Generator settings

(This step is an admin role function so the settings will not be displayed to other roles.)

Report Generator can be enabled for globally (for all users) or restricted to specific roles using the Override feature.   

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for Admin

During the Report Design stage, a report is assigned a Report Group. When configuring Report Generator, you decide the following:

•  which group(s) of Users (all or by Role) have access to Report Generator.
•  which group(s) of Users (all or by Role) have access to Report Subscription. (Note - Roles should be the from same set as those in Report Generator.)
•  which Report Groups are accessible by which group(s) of Users (all or by Role). (Note - Roles should be the from same set as those in Report Generator.) 

1. Enable and configure Report Generator settings

Report Generator can be enabled globally (for all Users) or restricted to specific Roles using the Override feature.  If a User is granted access to Report Generator, when logged into the website, the Report Generator function can be accessed in the Dashboard menu. 

To enable Report Generator:

1. In the CMS, navigate to Settings → Feature Management → System.
   
   
   
2. Toggle on Scheduled Reporting and click Configure.
   
   
3. titleCAUTION

   In the 'Scheduled Reporting Features Settings' screen, go to the Enable Report Generator toggle.
   

   Note

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4. The Enable Report Generator toggle is is the global ON/OFF setting for the feature.

   Unless you want

   
   Toggle ON for all users to

   be able to access all reports that can be generated, DO NOT toggle this on. Instead, leave it disabled and add Roles as overrides. Only users assigned these Roles will be able to access the Report Generator function.
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   have access to Report Generator.
   Leave it OFF if you only want certain roles to access Report Generator.
   
   

5. If you are allowing only certain roles to access Report Generator, Role overrides need to be set.   
   
   

   1. To add an override, click Overrides.
   2. Click the Add An Override button.
   3. In Role, select the role you want to add. 
   4. To switch on the Override, toggle on Override Value. 
   5. Click Confirm. 
   6. To add any other Role Override required, perform steps b-e.
   7. Once you have exited the Overrides screen, in the main screen, click Save or Save & Exit.
        
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6. (Optional) Toggle on ON Enable Report Subscription to allow users all Users to schedule report updates to be emailed to themselves and/or other selected usersselected recipients. Leave OFF and set overrides for this functionality to be available only for selected Roles. (See Subscribe to Report.) Note - This option can be disabled switched off but its use requires Report Generator to be activeenabled. 
    Once
7. 'Enable Report Generator' is enabled, the Run Reports menu item is available in the Reporting menu globally or for the set of CMS Roles and/or Users. Run Reports provides users with system and user reports to which they have been granted access. 
   Image RemovedTo save your settings, click Save or Save & Exit. 

2. Generate a report

Users can only generate (run) reports they have access to. Such reports are available through the Run Reports menu in CMS or the Report Generator as a Dashboard item on your website.

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