Publishing and Sharing Reports with Other Users

To make a report available to other users you must:

• Publish the report, so that it appears in a Reports category in SCADAConnect Forms.
• Add the authority to use the report to the appropriate parties and roles.

You can do all this from the Report Editor as follows:

To make a report available to other users:

1. When you are ready to publish the report, click Save to save it.
2. Choose File > Publish from the menu to open the Publish Report screen.
3. Choose a Major Category and a Minor Category for the report. These determine where the report will appear in SCADAConnect Forms.

   Note

   You must pick an existing major category, but you can create a new minor category by entering a new category name in the Minor Category field.

4. Add an access authority to the form as follows:
   • Click Add to open the Insert Authority screen.
   • Select a Role for which this authority will apply.
   • Select a specific Party or enter ALL PARTIES to make the report available to any party logging in with that role.
   • Click OK.
   • Repeat the process to add any further authorities. See Adding authorities to a role for more information about roles and authorities.
5. Click OK to save your changes.
6. Restart the application to make the report available.

Unpublishing a report

If you want to remove access to a report you can either:

• Open the report in the Report Editor and choose File > Unpublish from the menu. This makes the report unavailable to everyone. You can still open the report in the Report Editor.
• Select the report in the Objects module and modify the authorities on the Authority tab. This allows you to choose which users will retain access to the report.
  Note: To search for a report in the Objects module, use the Adhoc Report object type.

  See Creating an Authority for an Object for more details.