Managing Reports › Role-Based Reports › Define Role-Based Reports for the Role

Define Role-Based Reports for the Role

You can manage the report web forms that display on the Reports List page when a user assigned to this role is logged into the system.

To define a role-based report for the role

1. From the Administration tab, navigate to Security and Role Management, Role Management, Role List.

   The Role List page appears. The following default roles are available for Reporting:

   • Change Manager
   • Customer Service Manager
   • Knowledge Manager
   • Knowledge Analyst
   • Service Desk Manager
   • Incident Manager
   • Problem Manager
2. Select one of the Reporting roles from the list.

   The Role Detail Form page appears. This page contains the following tabs:

   Authorization

   Allows you to define the authorization level assigned to the role.

   Function Access

   Defines role access to each CA SDM functional area.

   Web Interface

   Customizes the web interface for the role by defining the web pages and online help content the users can access.

   Knowledge Management

   Specifies the Knowledge Management privileges for the role

   KT Document Visibility

   Specifies which document statuses the role is allowed to view (for example, draft, retired, and published).

   Tabs

   Defines the tabs that appear when a user assigned to this role is logged in to CA SDM.

   Report Web Forms

   Defines the report web forms that are available to this role.

   Go Resources

   Specifies which record types appear in the "Go" drop-down list for the role. On the Role Detail page, select the Report Web Forms tab.

3. Click the Report Web Forms tab.

   The Reports Web Form List page appears. This page contains details of reports available for use.

4. Click Update Web Forms.

   The Web Form Search page appears.

5. Enter the search criteria to display the web forms and click Search.

   The Web Forms Assigned Update page appears, listing the forms that matched the search criteria.

6. From the list on the left, select the web forms you want to display for this role. To select multiple items, hold down the CTRL key while clicking the left mouse button.
7. When you have selected all the forms you want, click Select Button.

   The selected forms move to the Web Forms Assigned list on the right.

8. Click OK.

   The Role Detail page appears, with the selected web forms listed on the Report Web Forms tab.