The End User Portal Reports section is used to control access to individual reports. This is achieved via the creation of a report mapping. In computing and data management, the term data mapping is the process of creating data element links between two distinct data objects.
In this case, we are linking an end user with a report.
Access to a report can be granted to end users who:
- have a specific account profile
- are part of an account group
- or an individual account directly.
Users can also provide a report to all accounts in a single action.
Reports > End User Portal
To start:
Click the Create New Mapping button. The user will be taken to the New End User Portal Report Mapping page.
Choose the report you want to map from the Report drop down list. Each report can be mapped only once.
With the report chosen, the user can set the mapping options to determine the end users who will be granted access to the report.
Map By Account
Reports can be controlled at an individual account level using the Accounts drop down and their corresponding options.
There are 3 options to choose from
- No Accounts No accounts can access this report.
- All Accounts Select this option to grant all End Users access to the report.
- Specific Accounts Select this option to map accounts individually.
While you can map your accounts directly, we strongly recommend mapping accounts directly as an exception as opposed to standard practice.
To grant a group of end users access to a report while preventing access to other end users, we recommend using account groups. End Users can belong to multiple account groups, making them ideal for this purpose.
Mapping to a Specific Account
If you choose to map a specific account, the Select Account button will appear. Click this button to open the Account Selection light box window.
Using the ID or name search field, find the account you want to grant access to. If you prefer, you can also paginate through the customer list using the page links the bottom of the table.
Check the box next to the end user who will access the report.
To save the changes, click the Update button.
To close the light box and return to the mapping page, click the X (close) button in the top right corner.
Accounts with access to the report will be listed in the Access granted display field once this window is closed.
Once the window is closed, press Submit to save the new mapping.
Map by Account Profile
End Users can be granted access to a report based on which account profile they are in. To nominate one or more account profiles, click the name of the account profile from the list of those available. If you have a single account profile, this is the same as granting access to all accounts, as end users must belong to a single account profile.
To select multiple account profiles, hold down CTRL button and click or left-click the button on your mouse. Selected account profiles are highlighted.
All end users in the account profile(s) chosen will have access to the report.
Press Submit to save the new mapping.
Map by Account Group
End Users can be granted access to a report based on which account group they are in. This method is the most flexible, given customers can belong to multiple account groups for a variety of reasons. For larger service providers, setting up reporting-based account groups may suit your purpose for more granular control.
To nominate one or more account group(s), click the name of the account group from the list of those available. This means all end users in the account group will be able to access the report.
To select multiple account groups, hold down CTRL button and click or left-click the button on your mouse. Selected account groups appear highlighted on the screen.
All end users in the account group(s) chosen will have access to the report.
Press Submit to save the new mapping.