Similarly to how it is explained for Roles, the Reports Profiles menu can be used to grant Users access to certain types of Reports within the Admin Module, and customers can easily edit previously created Report Profiles too.
In order to access the Admin Module, you need to log in to Compass first and then click the Admin button.
Within Reports, you’ll find Menu and Profiles dialogs under their corresponding tabs:
The Menu dialog displays every Report available in Compass. Reports are grouped by category and users can disclose or hide each Report by clicking on the Expand/Collapse buttons (v/>) located beside the category name. Alternatively, users can disclose or hide all Reports by clicking on the Expand All/Collapse All button near the top for a friendlier display. Add, Edit and Delete buttons are available to the right of each Report category. Additionally, Edit and Delete buttons are also located to the right of each existing Report.
Notice that a View As drop-down menu, located on the upper-right corner of the list, allows the selection of Profiles to directly display their corresponding view mode, i.e., disclosing the Report categories and Report types of interest only.
To the right of Menu, the Profiles dialog discloses a list of the available Profiles, allowing users to edit them, create new ones and assign the Report types each Profile will have access to.
There are two ways to create new Reports by means of the Administration Reports tool: With the +New button located above the Reports list and with the Add button available to the right of each existing Report category. Let’s see the details of these workflows.
To create a New Report, once you have accessed the Reports tool:
Remember that you can always create a New Report within a specific Report category by clicking the Add button to the right of this (see figure in previous section). Once the Menu Item dialog is displayed, the rest of the steps are identical to the ones described above.
Within the Profiles section, also included in the Reports tool, the user can create New Report Profiles, as well as view, edit the configuration or delete existing Profiles.
To create a New Report Profile:
Once you have created a Report Profile, you need to edit its configuration by selecting those features you want to assign to the Profile.
To edit a Report Profile:
After you have created and saved a new Report Profile in the Profiles section, you can always review the Report Profile and the enabled features in Menu.
To do so:
As an example, the figures below show both sections. Report Builder, four features in the Students category and two in the Schools category were selected when a Profile named The User Profile (left) was created, and the same features are now displayed under the Menu tab (right).
In addition to creating and editing, you can always delete an existing Report Profile.
To Delete an existing Report Profile (steps 1 to 3 are identical to those followed to create new Report Profiles):