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  1. Home
  2. IT Analytics Help
  3. Section IV. End user
  4. Provide Portal access and user privileges
  5. Granting access to template designers

Granting access to template designers

Several tools give you the capability to create report templates to satisfy your organization's reporting requirements.

  • Dynamic Template Designer: A tool to create custom reports by dragging and dropping database components, which are then used to dynamically generate the Structured Query Language (SQL) query "behind the scenes" of the Portal.

    See Dynamic Template Designer Overview.

  • SQL Template Designer: An interface to enable custom report creation using SQL skills.

  • Method Designer: A tool to create a method, which enables special processing to be incorporated into a report template. A method can take parameters, perform an action, such as a complex calculation, and then return a value. This advanced feature requires experience in SQL query development. Methods can be used only in report templates that have been created using the Dynamic Template Designer.

  1. Select Admin > Users > Users and Privileges. The window displays all Portal users.

  2. Search for a user if required.

    See Searching for users and user groups.

  3. Select a user name.

  4. Click Privileges.

  5. Select Reports and choose your template designer.

  6. Click OK.

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