Changes for page Shared Reports and Report Subscriptions

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  • copy to master - shared reports.PNG

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9	9	1. Create the report as it is desired to have everyone run it. It will be the same report for all users, but with the added element that the report will only be run for the OUs, staff and clients that each user who runs this "Shared Report" is responsible for and has access to view. Basically, they will only see what they have responsibilities for when they run the report for themselves.
10	10	1. The **OUs** overall should be selected for this report. The Admin User will often select all OUs and let the report break it down for each staff user running the report. The Admin User can also create this report just for a specific set of OUs, possibly in a situation where the report would only apply to those specific OUs for any reason.
11	11	1. The **Shared Roles** need to be selected. This selection determines what Staff User Roles will have this report shared with them to run.
12		-1. The **Schedule Actions** option in the top menu bar allows you to choose whether you want to run your report regularly and, if so, at what frequency. The two available options for frequency are weekly and monthly, with the former resulting in the report being run and delivered on 4am CST on the Monday of each month and the latter running the first week of every month. Note that whatever your choice, the option will appear in the column at the very right hand side of the main reports pane.
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14	14	This initial report set up will all be performed in the Master Reports tab of an Admin User.
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copy to master - shared reports.PNG

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1		-XWiki.karimpirani

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1		-58.0 KB

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