Internal Errigal Collaboration Wiki

User Tools

Site Tools

Trace:
onboarding:reportingmanager:administration_-_manage_scheduled_reports

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
onboarding:reportingmanager:administration_-_manage_scheduled_reports [2023/03/31 16:12] – 10.91.110.100onboarding:reportingmanager:administration_-_manage_scheduled_reports [2023/03/31 16:18] (current) – 10.91.110.100
Line 48: Line 48:
  
 ===== Setting up Roles for Scheduled Report Recipients ===== ===== Setting up Roles for Scheduled Report Recipients =====
 +
 +*** BE CAREFUL WITH CUSTOMER ROLES - THEY WILL RECEIVE REPORT EMAILS ***
 +*** BE SURE YOU UNDERSTAND USER PROFILE APPLICATION PROFILES AND ROLES BEFORE PROCEEDING ***
  
 To set up a role, click "manage report visibilities" which is the icon with the eye on the reporting manager menu. Click "Add Role". When you have the role added to Reporting Manager, log into User Profile on the same environment, navigate to the Reporting Manager App profile and click "Sync Application". This will now mean the role is present within the User Profile UI. Now it will be selectable as a role for reporting manager application profiles. If you want a customer to receive this report, make sure their reporting manager application profile has this role selected.  To set up a role, click "manage report visibilities" which is the icon with the eye on the reporting manager menu. Click "Add Role". When you have the role added to Reporting Manager, log into User Profile on the same environment, navigate to the Reporting Manager App profile and click "Sync Application". This will now mean the role is present within the User Profile UI. Now it will be selectable as a role for reporting manager application profiles. If you want a customer to receive this report, make sure their reporting manager application profile has this role selected. 
  
-Another thing to take note of is that the recipients for the report under the role are BCC'ed on the report, When the report is sent, its not clear to see from the email if they have received it or not.  Check the logs to be sure their email is included in the list on the scheduled report sending. If their email address appears in the logs as BCC recipient and there are no exceptions, you can be sure it has been sent to them.+Another thing to take note of is that the recipients for the report under the role are BCC'ed on the report, When the report is sent, its not clear to see from the email if they have received it or not.  Check the logs to be sure their email is included in the list on the scheduled report sending. If their email address appears in the logs as BCC recipient, their email address is correct and there are no exceptions, you can be sure it has been sent to them.
  
 ===== Assessment ===== ===== Assessment =====
onboarding/reportingmanager/administration_-_manage_scheduled_reports.1680275532.txt.gz · Last modified: 2023/03/31 16:12 by 10.91.110.100

Page Tools

Donate Powered by PHP Valid HTML5 Valid CSS Driven by DokuWiki