Dynamic Reports and Interactive Charts. A powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is very user-friendly, no need for technical knowledge or SQL. The Sapiens.BI tool comes with over 100 pre-built reports that are ready to be used on day one.
#572 - share report to other user
Hi, i wanna ask how about to share report to other user ? i try to add permission share at the Analytic reporting tool to one user , ex : caled "sarah" . and save the report .
The question is , how sarah can look at that report ? from which module ? analytical reporting beeing disable for her as a user .
Thanks
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sapiens.bi
sapiensbi
6 years ago
Hello Panda,
Only users who have permission to Analytic Reporting Tool, can access the reports, and they see only those reports, which you give permission to view or edit reports. In order.
In order to give permission to open Analytic Reporting Tool to user, you need to go to admin panel, open 'Role Management' and set 'Enabled' permission to the users role.
Hoping, this helps?
Best Regards, IT Sapiens Team
6 years ago
Thankyou, it's done ,
now i have another questions : 1. I always failed when downloading font for pdf file export, why ? ( i'm using xampp ) 2. how about " To start report creation from 0 " .. where do i have to start ? when i try to create a new report there's notification : To create new report, please select and open one of the existing Report Templates from this list (which contains module data that you need). Then click green Save As button inside of the report: you can identify the name and folder of your new report and modify your new report as you need.
but, in the module i'm trying to create report still empty , not any report on there . ? pls advice .
Regards,
6 years ago
Hello Pande,
Can we schedule either skype or AnyDesk meeting for Friday or next Monday - we can then look together and we will be happy to guide you.
Please let us know your date/time preference and where are you located (for time zones) Just please do not share your credentials here as this is public. Please send us info to: info@itsapiens.eu
Thank you!
Best Regards, IT Sapiens Team