How can I grant the ability to view reports to access types other than Administrator and Service Desk Management?

Document ID : KB000024371
Last Modified Date : 14/02/2018
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Question:

In Service Desk Manager, access to the ad-hoc web reports are only available for Administration and Service Desk Management access types. How can users with other Access Types gain access to run Reports?

Answer:  

  1. Login to Service Desk as Administrator

  2. Go to Administration ->Security and Role Management ->Access Types. Fig 1

    Fig 1

    Figure 1

  3. Select the access type for which the ad-hoc reporting needs to be enabled.

  4. In the Access Type Detail window, select the role associated with the access type that needs to have access to report forms. Go to Roles tab Fig 2

    Fig 2

    Figure 2

  5. Click on Level 1 Analyst to open the Role Detail window

  6. In the Role Detail window, click on Report Web Forms tab. Click on Update Report Web Forms. Fig 3

    Fig 3

    Figure 3

  7. In the Update Report Web Forms list, select the desired reports and move them to Report Web Forms Assigned section Fig 4

    Fig 4

    Figure 4

  8. Click on OK

  9. In the Role Detail window, click on tab "Tabs" and click on Update Tabs.

  10. In the Update tabs window click on Search to display the tabs. Select any one of the Report tabs available and move it to Tabs assigned section. Fig 5

    Fig 5

    Figure 5

  11. Click on OK

  12. Login with a system login who is a part of access type configured. The reports tab will be available and selected reports will be available.

Note: The user should also be created in Central Management Console of BOXI to run the reports successfully.