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Organizing and Sharing Reports 10-1
10
Organizing and Sharing Reports
This chapter explains how to organize and share your reports. This chapter contains the following topics:
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Section 10.1, Organizing Your Reports
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Section 10.2, Creating New Folders
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Section 10.3, Setting Folder Permissions
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Section 10.4, Working with Folders
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Section 10.5, Copying Reports and Folders
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Section 10.6, Moving Reports and Folders
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Section 10.7, Sharing Reports with Other Users
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Section 10.8, Deleting Shared Reports
10.1 Organizing Your Reports
You can organize reports by creating folders and moving reports into folders. You can also create copies of reports and share reports with other users. When you create a
folder in the Shared Reports tab, you can assign permissions by associating users and actions with the folder.
10.2 Creating New Folders
You can create folders for organizing your reports from the My Reports tab or the Shared Reports tab. Then you can copy or move reports into separate folders for
different purposes or users.
After creating folders in the Shared Reports tab, you can set folder permissions to limit which users can view the reports it contains.
To create a folder: 1.
Click Create a new folder in the Organize list.
A dialog box for naming the folder opens.
2. Type a name for the folder and click OK.
The folder is created as a subfolder under My Reports or Shared Reports, based on where you created it.
10-2 Oracle Fusion Middleware Users Guide for Oracle Business Activity Monitoring
You can create a hierarchy of folders within folders. The full folder path including the report name is limited to 255 characters. If you have many subfolder levels and long
report names, you might encounter this limit.
10.3 Setting Folder Permissions
When you create folders in the Shared Reports tab or move folders to the Shared Reports tab, you can set permissions on the folder so that other users can view and
access the reports contained in the folder. Permissions are unlimited on folders created in Shared Reports until you apply permissions for specific users. You are not required
to set permissions on folders in the My Reports tab.
To set permissions on a folder: 1.
In the Shared Reports tab, click the folder to set permissions on. 2.
Click Folder Permissions in the Actions list.
The Folder Permissions dialog box opens.
3. Click Add user or Add group to add users or groups.
The Select Names dialog box opens.
4. Click one or more users or groups to access to this folder, and click OK.
The users are added to the list in the Folder Permissions dialog box.
5.
Select a user or group and check the permissions to assign. The options include:
View . Can open and close folder, can view reports in this folder.
Create and View . Can rename folders and reports, can edit folder permissions if
folder owner, can copy folder and reports to other folders, can create folders and reports and save them in this folder.
Create, View, and Delete. Can delete folders and reports in this folder, can move
folders and reports to other folders. If you have multiple users in the list, you must select each one individually and
assign permissions. Different users might have different permissions on the same folder.
6. Click OK to save your changes.
Reports placed directly in Shared Reports have open permissions. Only place reports there if you want all users to see them.
To delete a user from a folder permissions list: 1.
In the Shared Reports tab, click the folder to change permissions on. 2.
Click Folder Permissions in the Actions list.
The Folder Permissions dialog box opens.
3. Click a user and click Delete.
The user is deleted from the list.
4. Click OK to save your changes.
Note: Changes made to data object and folder permissions, and to
security filters in Oracle BAM are immediate.
Organizing and Sharing Reports 10-3
10.4 Working with Folders
