End User Portal/End User Portal Reports/Mapping - Revision history

Scarpenter: /* This Content Has Moved House */

2017-09-25T05:52:03Z

‎This Content Has Moved House

Scarpenter at 05:51, 25 September 2017

2017-09-25T05:51:19Z

Scarpenter: Replaced content with "{{DISPLAYTITLE: End User Portal Report Mappings}} =This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new E..."

2017-09-25T05:50:31Z

Replaced content with "{{DISPLAYTITLE: End User Portal Report Mappings}} =This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new E..."

Scarpenter at 07:30, 7 September 2017

2017-09-07T07:30:10Z

Scarpenter: /* Delete a Report Mapping */

2017-09-07T07:27:42Z

‎Delete a Report Mapping

Scarpenter: /* Map by Account Group */

2017-09-07T07:25:21Z

‎Map by Account Group

Scarpenter: /* Create a Report Map */

2017-09-07T07:24:45Z

‎Create a Report Map

Scarpenter: /* Create a Report Map */

2017-09-07T07:23:54Z

‎Create a Report Map

Scarpenter: /* Overview */

2017-09-07T06:52:29Z

‎Overview

Scarpenter: Created page with "{{DISPLAYTITLE: End User Portal Report Mappings}} = Overview = This article covers how service providers can: * enable a report to be available to end users via the End User..."

2017-09-07T06:51:42Z

Created page with "{{DISPLAYTITLE: End User Portal Report Mappings}} = Overview = This article covers how service providers can: * enable a report to be available to end users via the End User..."

New page

{{DISPLAYTITLE: End User Portal Report Mappings}}
= Overview =
This article covers how service providers can:

* enable a report to be available to end users via the End User Portal.
* remove access to a report in the End User Portal.

[[End User Reports Feature Overview]]

= End User Portal Report Management =
The End User Portal Reports section is used to control access to individual reports. Report mappings are created in this management area, after which, access can be granted to end users via their account profile, account group, or an individual account directly.

Nav: '''Reports > End User Portal'''

[[file:Eup_reports_management.png|1200px|]]

= Create a Report Map =
To map a report as being available in the End User portal, a mapping needs to be created. There are the following types of mapping available.

* May by Account
* Map by Account Portal
* Map by Account Group

To start, click the '''Create New Mapping''' button. The user will be taken to the '''New End User Portal Report Mapping''' page.

Select the report will be available in the End User Portal from the '''Report''' drop down list.

TIP Each report can be mapped once

[[file:New-map]]

Now that the report is selected, the following mapping options determine which end users can access the report.

== Map By Account==
Reports can be controlled at an individual account level using the '''Accounts''' drop down and their corresponding options.

There are 3 options to choose from

;No Accounts
No accounts can access this report.

;All Accounts
Select this option to grant all End Users access to the report.

;Specific Accounts
Select this option to map accounts individually.

While you can map your accounts directly, we strongly recommend mapping accounts directly as an exception as opposed to standard practice. To grant a group of end users access to a report while preventing access to other end users, we recommend using account groups. End Users can belong to multiple account groups, making them ideal for this purpose.

=== Mapping to a Specific Account ===
If you choose to map a specific account, the '''Select Account" button will appear. Click this button to open the '''Account Selection''' light box window.

[[file:Map-report-account-select.png|1200px|]]

# Using the ID or name field, find the account you want to grant access to. If you prefer, you can also paginate through the customer list.
# Check the box next to the end user who will access the report.
# To save the changes, click the ''Update''' button.
# To close the light box and return to the mapping page, click X (close).

Accounts with access to the report will be listed in the '''Access granted''' display field once this window is closed.

Once the window is closed, press '''Submit''' to save the new mapping.

== Map by Account Profile ==
End Users can be granted access to a report based on which account profile they are in. To nominate one or more account profiles, click the name of the account profile from the list of those available. If you have a single account profile, this is the same as granting access to all accounts, as end users must belong to a single account profile.

To select multiple account profiles, hold down CTRL button and click or left-click the button on your mouse. Selected account profiles are highlighted.

All end users in the account profile(s) chosen will have access to the report.

Press '''Submit''' to save the new mapping.

=== Map by Account Group ===
End Users can be granted access to a report based on which account group they are in. This method is the most flexible, given customers can belong to multiple account groups for a variety of reasons. For larger service providers, setting up reporting-based account groups may suit your purpose for more granular control.

To nominate one or more account group(s), click the name of the account group from the list of those available. This means all end users in the account group will be able to access the report.

To select multiple account groups, hold down CTRL button and click or left-click the button on your mouse. Selected account groups appear highlighted on the screen.

All end users in the account group(s) chosen will have access to the report.

Press '''Submit''' to save the new mapping.

== Updating a Map ==
A report map can be updated any time from the '''Reports > End User Reports''' main list screen by clicking its ID.

The page will open in read-only mode. Click the '''Edit''' button to put the page into EDIT mode.

No changes will be saved until the '''Save''' button is pressed on the ''Edit End User Portal Mapping'' page. After saving, the user will be taken back to the End User Portal Reports page listing all the existing mappings.

If you are uncertain if the changes have been applied correctly, and want to double check, go back to the '''Reports > End User Portal Reports''' list, click the ID of the mapping you want to check and review it in VIEW mode.

=== Removing Accounts Mapped Directly ===
Users can remove accounts on an individual basis, or everyone at once.

To remove all directly-mapped accounts in a single action, click the '''Remove all Accounts''' button.

To remove a single account, click the '''Select Accounts''' button. This will open the '''Account Selection''' light box window.

# Using the ID or name field, find the account you want to remove. If you prefer, you can also paginate through the customer list.
# Remove the check from the box next to the end user's name.
# To save the changes, click the '''Update''' button.
# To close the light box and return to the mapping page, click X (close).
# Press the '''Save''' button to save the changes to the mapping.

=== Removing an Account Profile from the Map ===
To remove an account profile from the map, it needs to be deselected in the '''Account Profile''' display window.

You can de-select a highlighted account profile by holding down CTRL button and either click or left-click the account profile button with your mouse. Selected account profiles are highlighted. Account profiles not included are deselected. Once you are finished, press the '''Save''' button to save the changes to the mapping.

=== Removing an Account Profile from the Map ===
To remove an account profile from the map, it needs to be deselected in the '''Account Group''' display window.

You can de-select a highlighted account group by holding down CTRL button and either click or left-click the account group with your mouse. Selected account groups are highlighted. Account groups not included are deselected. Once you are finished, press the '''Save''' button to save the changes to the mapping.

== Delete a Report Mapping ==
To delete a map:

From the '''Reports > End User Reports''' main list screen, click the delete link. A confimration message will appear. Click '''Proceed''' to delete the map.

'''''!! IMPORTANT !! Do not delete an End User Report mapping unless you want to remove all access to this report for all End Users. There is no way to revert deleting a report mapping. '''''

If you delete the mapping by mistake, it will need to be manually recreated.

=See Also=
Account groups
Account profiles
End User Portal

@@ Line 6: / Line 6: @@
 We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-[http://wiki.emersion.com.au/wiki/index.php/End_User_Portal Take me to the Emersion Knowledge Base article]
+[https://resources.emersion.com/display/EKB/End+User+Portal+Reports Take me to the Emersion Knowledge Base article]
 [[file:new_home_sm.jpg|900px]]

@@ Line 6: / Line 6: @@
 We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-[https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article]
+[http://wiki.emersion.com.au/wiki/index.php/End_User_Portal Take me to the Emersion Knowledge Base article]
 [[file:new_home_sm.jpg|900px]]

@@ Line 26: / Line 26: @@
 # Choose the report you want to map from the '''Report''' drop down list. Each report can be mapped only once.
-[[file:New-map]]
+[[file:New-map.png]]
 Now that the report is selected, the following mapping options determine which end users can access the report.

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE: End User Portal Report Mappings}}
-= Overview =
+=This Content Has Moved House=
-* enable a report to be available to end users via the End User Portal.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-[[End_User_Portal/End_User_Portal_Reports|End User Reports Feature Overview]]
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-= End User Portal Report Management =
+[https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Take me to the Emersion Knowledge Base article]
-Nav: '''Reports > End User Portal'''
+[[file:new_home_sm.jpg|900px]]

@@ Line 111: / Line 111: @@
 You can de-select a highlighted account group by holding down CTRL button and either click or left-click the account group with your mouse.  Selected account groups are highlighted. Account groups not included are deselected.  Once you are finished, press the '''Save''' button to save the changes to the mapping.
 == Delete a Report Mapping ==
@@ Line 122: / Line 121: @@
 =See Also=
-Account groups
+* [[Account Management/Account Groups|Account groups]]
-Account profiles
+* [[Account Management/Account Profiles|Account profiles]]
-End User Portal
+* [[End_User_Portal|The End User Portal main page]]

@@ Line 116: / Line 116: @@
 To delete a map:
-From the '''Reports > End User Reports''' main list screen, click the delete link. A confimration message will appear. Click '''Proceed''' to delete the map.
+From the '''Reports > End User Reports''' main list screen, click the '''Delete''' link. A confirmation message will appear.
-'''''!! IMPORTANT !! Do not delete an End User Report mapping unless you want to remove all access to this report for all End Users. There is no way to revert deleting a report mapping. '''''
+'''''!! IMPORTANT !! Do not delete a mapping unless you want to remove all access to this report. This action cannot be undone.''''' If you delete the mapping by mistake, it will need to be manually recreated.
 =See Also=

@@ Line 69: / Line 69: @@
 Press '''Submit''' to save the new mapping.
-=== Map by Account Group ===
+== Map by Account Group ==
 End Users can be granted access to a report based on which account group they are in.  This method is the most flexible, given customers can belong to multiple account groups for a variety of reasons.  For larger service providers, setting up reporting-based account groups may suit your purpose for more granular control.

@@ Line 22: / Line 22: @@
 * Map by Account Group
-To start, click the '''Create New Mapping''' button.  The user will be taken to the '''New End User Portal Report Mapping''' page.
+To start:
+# click the '''Create New Mapping''' button. The user will be taken to the '''New End User Portal Report Mapping''' page.
-Select the report will be available in the End User Portal from the '''Report''' drop down list.
+# Choose the report you want to map from the '''Report''' drop down list. Each report can be mapped only once.
 [[file:New-map]]