See below for updating the design of a report
Certificate Hub automatically updates the report design when modifying or deleting Custom Fields. However, you must verify the performed changes and fix any inconsistencies. Otherwise, the generated reports may not contain the expected data, or the report generation can fail.
To update a report design
- Log in as an administrator with either:
- The global_admin role.
- A <user_defined> role with permission to create reports.
- Go to Report > Designer.
- In the report entry, click Select Action > Design. If the report design includes modified Custom Fields, a warning message will ask you to review the automatic changes.
- Check or modify the following settings.
- Click Update.
Report Name
The name of the report.
Owner
The username of the report owner. The user who creates the report is automatically made the owner. The report owner can always view, edit, or delete the report.
You can later edit this field and assign ownership to someone else.
Description
A description of the report.
Authorization Tags
The optional authorization tags for managing the report. Authorization tags are defined as part of a <user_defined> role and selected here to give explicit control over a report. Users possessing a role referencing the same tag can use, edit, or delete this report. These permissions are in addition to any users with roles enabling them to view, edit, or delete reports globally.