Aras Innovator Platform

Self-Service Report Settings

Self-Service Report Settings allow an Administrator to control access to ItemTypes and Properties by various identities when using the Report Builder.

To edit Self-Service Reporting setting, do the following:

  1. Go to Administration --> Preferences and open the World Preference item for editing.
  2. Select the Self-Service Report Settings tab and open the Self-service Report Settings item for editing.
  3. Right-click the Feature Setting you wish to edit and click Featured Settings --> Open -->
  4. The following settings control ItemType and Property exclusion:
    • Identity: it specifies who will be controlled by the preference.
    • Show All: it controls whether the All tab in the Report Designer will be displayed to members of a given Identity. If this setting is unchecked, this Identity can only select from the Featured ItemTypes list.
    • Allow Excluded Properties: it controls whether members of other Identities can see excluded properties.
    • Featured ItemTypes: a list of ItemTypes that a member of the given Identity is allowed to select in the Featured section of the ItemType tab in the report designer.
    • Excluded Properties: a list of properties (by ItemType) that are excluded for members of the given Identity.