Granting Access to Template Designers
Several tools give you the capability to create report templates to satisfy your organization’s reporting requirements.
• Dynamic Template Designer: A tool to create custom reports by dragging and dropping database components, which are then used to dynamically generate the Structured Query Language (SQL) query “behind the scenes” of the Portal. See
Working with the Dynamic Template Designer.
• Method Designer: A tool to create a method, which enables special processing to be incorporated into a report template. A method can take parameters, perform an action, such as a complex calculation, and then return a value. This advanced feature requires experience in SQL query development. Methods can be used only in report templates that have been created using the Dynamic Template Designer.
• SQL Template Designer: An interface to enable custom report creation using SQL skills.
1. Select Admin > Users > Users and Privileges. The window displays all Portal users.
2. Double-click the user name to which you want to assign privileges. The Add/Edit User window displays the user’s profile.
3. Click the Privileges tab, expand the Report Designers folder, check the designers to be enabled, and click OK.