Publishing a Report

Publishing a report makes it available within all other areas of the Reporting module and at the location the report is tied to. By default, reports are unavailable to users who do not have Super User security access. Non-super users must be granted security to the reports they need in order to access them. If you modify a report, you must also run the publishing process in order for other users to see the updates when they generate the report. During the publishing process, you assign a module to the report, which helps determine who can access it. If you wish, you can unpublish a report, which hides it from users.

Scroll past the video to access the step-by-step instructions.

Audio Transcript

Let's get started with making a report available to other users. To do this process, we'll navigate within the Menu, to the Reporting module, and select Report Manager under Features. From the Report Manager, once we identify the report we wish to update, we can use the Open icon to continue. Making a report available to other users is done by using the Publish Report option. We can access this from the top of the screen. When publishing a report, the Name and Primary Module default in based on how the report was set up. The Name defaults based on the name you gave to your report. The Primary Module defaults in based on the module of the main section of your report. Since our main section for this report is the Demographics - Name object, Demographics is the module that defaults. You can identify the Portal with which you wish the report to be accessed from for other users. In this case, we'll keep it set to the default of admin access. If you wish for the report to display within the menu and on the Report List screen for other users, you'll want to make sure the Display In Main Menu And List Screens option is checked. Once you've identified all these options, you can Save. Our report has now published and it is available to assign security access to and for other users to access from the system. This has been making a report available to other users.

Let's get started with making a report available to other users. To do this process, we'll navigate within the Menu, to the Reporting module, and select Report Manager under Features. From the Report Manager, once we identify the report we wish to update, we can use the Open icon to continue. Making a report available to other users is done by using the Publish Report option. We can access this from the top of the screen. When publishing a report, the Name and Primary Module default in based on how the report was set up. The Name defaults based on the name you gave to your report. The Primary Module defaults in based on the module of the main section of your report. Since our main section for this report is the Demographics - Name object, Demographics is the module that defaults. You can identify the Portal with which you wish the report to be accessed from for other users. In this case, we'll keep it set to the default of admin access. If you wish for the report to display within the menu and on the Report List screen for other users, you'll want to make sure the Display In Main Menu And List Screens option is checked. Once you've identified all these options, you can Save. Our report has now published and it is available to assign security access to and for other users to access from the system. This has been making a report available to other users.



  1. Select Menu > Administrative Access > Reporting.
  2. Select Report Manager under Features.
  3. Click the Open icon to the left of the report you wish to publish.
  4. Click Publish Report near the top right of the screen.

    This option only displays if the report is not published and fields are present on the report.

  5. Verify the Name of the report you are publishing or enter the correct name if necessary.
  6. Verify the Primary Module for the report or enter the correct module if necessary.
  7. Verify the Portal the report will be available in or enter the correct portal if necessary.
  8. Uncheck the box for Display In Main Menu And List Screens if appropriate.
  9. Click Save near the top left of the screen to save your work.

Result(s)

For more detailed information, please refer to the "Publishing a Report" article in the Help Center.