Generating reports

The Asset Content pack includes several dozen ready-to-use reports, all of which can be generated simply by selecting the desired report from the Reports Explorer. Access to these reports is provided via roles. Since roles are assigned to each report, the ALM Administrator role can grant access by simply assigning users to a role that has the desired rights instead of needing to assign specific rights to every report. See Asset Lifecycle Manager roles for more information.

Who can do what with reports

Users who have Read rights to at least one report and rights to either the Asset or Process tab can also create new reports by copying an existing report and then making the desired changes to the copy. Security settings are also copied to the new report.

Users with rights to either the Asset tab or the Process tab, and who also have Read rights to at least one report view, can create new reports. New reports created in this manner are only available to the users who created the report, unless the person who created the report uses the Security pane to grant access to other users.

Users with Modify rights to existing reports have access to the Reports wizard, which is accessible by clicking the Settings button. For users who only have Read rights, the Settings button is hidden. The Reports wizard (see below) provides options to choose the fields you want to include in the report, and to specify filters, sort order, grouping, summation, bulk update, and security settings. These steps enable you to customize the report to include the kinds of data you want and the format that best serves your purposes.