Report Library¶

Authors: ProcessFast
Created: 01/06/2020
Modified: 12/20/2023

What is the Report Library?¶

The Report Library will display every report that’s assigned to your Ops Insights account. Users can Search and Filter through every report, Preview any of the reports they have Access to, and Request Access to any report that’s not currently assigned to one of their Access Roles. The links listed in the Report Library Links section below will direct you to key topics that are important to understand when using the Report Library.

Report Library Links

How Do I Access My Report Library?

Report Library Access Levels

Exploring Your Report Library

Previewing Reports In Your Report Library

Report Library FAQs

How Do I Access My Report Library?¶

The Report Library is easy to find and can be accessed by clicking on the Report Library link that appears in the navigation bar on the left side of your screen. The Report Library Link image listed below will show you where the Report Library appears in the navigation bar and the Steps to Access Your Report Library listed below will show you how to access your report library.

Note

It’s important to note that External Users will NOT have access to the Report Library. See the Report Library Access Levels section below for more details.

Report Library Link

Steps to Access Your Report Library

Download the Steps to Access Your Report Library GIF File

Report Library Access Levels¶

Depending on User Type, Ops Insights users can see and preview some, all, or none of the reports in the Report Library. Client Admin Users can preview ALL reports, Standard Users can preview reports assigned to their Access Role(s), and External Users can not see or enter the report library. The links listed in the Report Library Access Levels Links section below will further define user access in the Report Library.

Report Library Access Levels Links

Client Admin Access Level

Standard User Access Level

External User Access Level

Client Admin Access Level¶

Client Admin Users can see and Preview every report that’s assigned to your Ops Insights account when viewing the Report Library. This level of access is required because the Client Admin is responsible for Reviewing and Approving Standard User’s Report Requests along with Assigning Reports to Users, which is achieved by Creating/Updating and Assigning Access Roles to Users.

Standard User Access Level¶

Standard Users can only see and Preview reports that are assigned to their Access Role(s) when viewing the Report Library. If a user can access a report, it will have a white background and a blue Preview Button displayed on it. If a user can’t access a report, it will appear as disabled and will have a light gray Request Access Button displayed on it. The Standard User Access Level Example image listed below will display an example of reports will look when they can and can’t be accessed by a user.

Note

Standard Users can Request Access to any report they can’t currently access by clicking the Request Access Button of any disabled report. The request will go to the Client Admin Users for Review and Approval.

Standard User Access Level Example

External User Access Level¶

External Users are not allowed to access the Report Library and can NOT see the Report Library link in the navigation bar. The External User Navigation Bar Links image listed below will show you the links an External User can access when using Ops Insights.