New installation but cannot create report
No option to create report
There are a few things you need in order to create a report.
1. A data source connection.
This can be a direct DB connection, or a connection using a connector.
2. A valid view that you have the ability to report off.
This means the view must be active, and that you have access to it.
3. A valid content folder to store the report/view.
This means the category must be active and you have permissions to save into it.
4. YF Role permissions to create content.
Roles can be set and configured in a multitude of ways, so it's always good to ensure that your role has create report abilities.
If you still have troubles after ensuring you've met the above requirements, please raise a support ticket/problem with the team.
Regards,
David
Replies have been locked on this page!
There are a few things you need in order to create a report.
1. A data source connection.
This can be a direct DB connection, or a connection using a connector.
2. A valid view that you have the ability to report off.
This means the view must be active, and that you have access to it.
3. A valid content folder to store the report/view.
This means the category must be active and you have permissions to save into it.
4. YF Role permissions to create content.
Roles can be set and configured in a multitude of ways, so it's always good to ensure that your role has create report abilities.
If you still have troubles after ensuring you've met the above requirements, please raise a support ticket/problem with the team.
Regards,
David
There are a few things you need in order to create a report.
1. A data source connection.
This can be a direct DB connection, or a connection using a connector.
2. A valid view that you have the ability to report off.
This means the view must be active, and that you have access to it.
3. A valid content folder to store the report/view.
This means the category must be active and you have permissions to save into it.
4. YF Role permissions to create content.
Roles can be set and configured in a multitude of ways, so it's always good to ensure that your role has create report abilities.
If you still have troubles after ensuring you've met the above requirements, please raise a support ticket/problem with the team.
Regards,
David
Replies have been locked on this page!