Assign reports

You can assign reports to a user group or to a module.

Assign a report to a user group

Report permissions include allowing a specific user group to access a report or a list of reports. You can also use this feature to filter reports that the user group should not see. For example, the Building module contains user groups such as field inspectors, permit technicians and property and maintenance. You assign the inspector user group only to those reports that relate to inspections, including reports that are accessible from the Reports page and portlet-specific reports. In order for a user group to have access to the report menu on a list or form portlet, they must have permission to at least one or more reports assigned to that portlet. If the user group does not have permission to any reports from that portlet, the report menu is not visible.

The navigation tree provides access to the list of reports assigned by module and then by user group from the Reports by user group category. To view the user groups assigned to a specific report, navigate to the report using any of the categories in the navigation tree and, select the Permissions tab.

For more information on assigning report to a user group, see Assign recipients and permissions.

Assign a report to a module

You can assign a report to one or more modules as a way to control access to the report baseline. For example, an agency that uses the Building and Service Request modules only has access to the reports assigned to those modules.

You can assign a report that users access in more than one module, such as an address label, to all modules where it is applicable. Making copies of a report to apply to each individual module causes the report to display duplicated in the Reports page or from form or list portlets.

All reports within Civic Platform from the Reports page or list or form portlet use the permissions set on each report to filter the reports a user has access to. In addition to modules, you must assign reports to user groups. For more information, see Assign recipients and permissions.