Transform

Assign a User to a Report on Report Delivery Pages

A user must be assigned to a report to view it on Report Delivery pages and to receive a workflow notification for report readiness.

An Administrator must grant a user access to the Report Delivery pages.

NOTE: When a report is registered, users assigned to the object under which it is registered and users assigned to the Target under which it is registered are automatically synced over and assigned to the newly registered report and report segments. If a Business user is removed from the target level, that user can no longer view the target’s reports.

To assign a user to a report on Report Delivery pages in Transform:

  1. Click the Targets icon in the Process Area Launch page.
  2. Click the Reports icon for a TARGET and OBJECT grouping.
  3. Click Vertical View for a TARGET REPORT where the PUBLISH check box is checked.
  4. Click the Business User Settings tab.
  5. Click the Business User Assignment icon.

    NOTE: All users display on the All Reports All Users page except for Anonymous, process, search, and translator users.

  6. Select a user by highlighting the name.
  7. Click Add User; a check mark displays in the IS MEMBER column for the selected user.

NOTE: To assign multiple users to the report, press the CTRL key while selecting users. Once all users are selected, click Add User.

Once the user is assigned to the report, the report displays on the All Reports page. Refer to View All Reports for more information.

When a report is registered, users assigned to the object under which it is registered and users assigned to the target under which it is registered are automatically synced over and assigned to the newly registered report.