Sharing

Creating Queries and Reports

The query or report must be created before it can be shared. Use the Query Builder to complete your report.

Navigating the Sharing Screen

The Sharing screen displays the report name, ID, and the owner. Choose either the Queries to view single queries written in Clinical Reports or the Reports tab for compound reports.

Searching

Utilize the search feature to easily locate the correct report. Note that the search feature finds the report if the letter combination entered occurs anywhere in the report name, the owner, or the report ID.

Viewing Report

Click View Report to review the report script.

Sharing

Click Edit to open the Edit Access screen.

Sharing Reports

Report sharing allows users to edit permissions of current users or share the report with new users or groups.

Make sure you trust the report you are sharing. Reports, if written incorrectly, can open the server to malicious actions such as phishing and cross-site scripting attacks. To avoid this, do the following:

1. Carefully review the report for such problems.
2. Copy the report so you are the owner. This prevents the original writer from changing the report and opening the report to malicious actions.
3. Share the report as Execute or Read/Execute only.

Adding Users and Groups

To share a report, follow the steps below:

1. In the Admin navigation menu, select Sharing.
2. Locate and click on the report, then click Edit.
3. In the Add Access section, do the following:
   • Choose the permissions level under Add as.
   • In the From drop-down list select Groups and Users, Groups only, or Users only.
   • Begin typing the user name or group name. A drop-down list appears; you must click on the user or group from the list. Multiple users or groups can be added at the same time if they all have the same permissions.
   • Click Add Permissions.
4. Save the changes and return to the Sharing home screen by clicking Update.

Editing Access

The access section displays the users or groups that currently have access to the report as well as the permissions they have been granted. Locate and click Edit on the report you'd like to edit. The owner of the report cannot have his or her permissions changed, but all other users and groups can.

Changing Permissions

Clicking Full, Read/Execute, or Execute determines what each user or group can do with the report. Click on the heading of each column to change all users and groups to that permission.

• Full allows those with access to edit, read, and execute the report.
• Read/Execute allows those with access to both view and run the report.
• Execute allows the user to run the report only. Choose this option if the report is needed in other IMAT tools (such as VHR) but the user should not be able to see or edit the report in Report Builder.

A blue line to the left of the row indicates that the permissions have changed but have not yet been saved.

Click Update to save the changes and return to the Sharing home screen.

Revoking Access

To revoke all access to the report, click remove next to the name that should no longer have access to the report. The line is highlighted in red and the user is removed once Update has been clicked.

Clicking clear restores the user to the original permissions.