Using End User Node Assignments in a Reportal Report

To use the end user node assignments from Hierarchy Management in a Reportal report, the report must be set up with a 'Personalized filter question' referencing a hierarchy question that is set to use the hierarchy you have set end user node assignments on. Refer to the separate Reportal documentation for details on creating and setting up reports.

Once this is set up correctly, in Reportal you can do the following to use End User Node Assignments from Hierarchy Management instead of local end user permissions:

1. In Reportal, in the report, open Permissions > End User Permissions.
2. Enable Node assignments from Hierarchy Management, and click Sync to trigger the initial load - .

Figure 1 - Enabling Node assignments from Hierarchy Management on a Reportal report

Once this option has been enabled, the node assignments are locked in the report and can only be edited from Hierarchy Management - .

The node assignments from Hierarchy Management are automatically synchronized to End User Permissions as long as “Node assignments…” is enabled. This usually only take a few seconds or two, but if it is delayed you can also trigger a manual synchronization by clicking the Sync button.

Figure 2 - End User Permissions with “Node assignments from Hierarchy Management” enabled

As a consequence of report permissions being controlled from Hierarchy Management, the “Permission Type” and “Report Base” settings can now not be changed from the report. If you wish to remove or add view permission or change the report base, you will now have to go to Hierarchy Management.

“Role”, “Expiry Date”, “Export Units”, “Filter” and “Filter Title” are report-specific and can still be set in end user permissions. They can also be updated through “Upload Permissions” (permission type and report base will be ignored in these imports).