Report Library
- Authors:
- Created:
01/06/2020
- Modified:
12/15/2024
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.
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
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
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.
External User Navigation Bar Links
Exploring Your Report Library
Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.
Exploring Your Report Library Video Overview
Searching For Reports
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Filtering Reports
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Filtering Reports Links
Report Type Filters
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Role Assignment Filters
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Report Category Filters
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Display Options
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Grid Display
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List Display
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Results Per Page
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Viewing Reports Assigned to Your User
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Report Name
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Report Name Grid Display
Report Name List Display
Connector Assignment
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Connector Assignment Grid Display
Connector Assignment List Display
Report Type
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Report Type Grid Display
Report Type List Display
Preview
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Preview Grid Display
Preview List Display
Request Access
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Request Access Grid Display
Request Access List Display
Report Description
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Report Description List Display
Report Category Assignment
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Report Category Assignment List Display
Previewing Reports In Your Report Library
To preview a report in your Report Library, simply click the Preview Button that appears on each report listing. Once complete, the Report Preview window will open and will offer two ways to preview the selected report:
Ways to Preview Reports In Your Report Library
The Previewing Reports In Your Report Library Video listed below will walk you through the two options and provide additional details regarding this process.
Previewing Reports In Your Report Library Video
The Previewing Reports with No Default Criteria and Previewing Reports with Access Role Default Criteria sections below will further outline the two preview options and provide step-by-step directions.
Previewing Reports with No Default Criteria
Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.
Previewing Reports with Access Role Default Criteria
Coming soon. Contact us at support@opsinsights.com if you need access to this information prior to it being released.
Report Library FAQs
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