Page 16 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Sample Report Templates • Contains read- Standard Reports • Contains Company Reports • An instance- My Reports • Reports
specific folder
only access to
created and
advanced
providing read-
sample
reports created
modified by
reports,
by Unanet’s
only access to
end users
Analytics team
available to all
all users within
• Visible only to
the instance
users
• Includes
the user who
interactive
created them
• Used to store
• Can be
custom reports
filters
customized
created by the
using the
client
Duplicate
function and
• Only the
saved to the
Administrator
Company
can create and
Reports or My
delete reports
Reports
folders

All Unanet roles have access to Analytics ExpressView, but the data object fields
available to individual users will be limited based on their assigned roles, Organization
Access, and license type. Users with the Administrator role have access to all data
object fields. The Analytics Designer role, available with all Unanet licenses, allows a
user to have Administrator-level access to Analytics while restricting data object access
based on other roles assigned to the user. Along with the Administrator, users with the
P&R Administrator and/or Analytics Designer roles can manage instance reports and
scheduled reports, and have access to the Studio folders, reports, and functions (with
Studio license).

Role Description Available Data Objects
SYSTEM
Can perform all functions and access all ADM: All
data FIN: All
ORG: All
Administrator
PRJ: All
PPL: All

Analytics Designer* Can create and manage Analytics reports; Dependent on the other roles and
can manage Analytics folders; data access granted to the user
*requires the Analytics visibility is restricted by other assigned
Studio license roles and Organization Access
PROJECT MANAGEMENT AND RESOURCE MANAGEMENT (P&R)
Can perform any Project or Resource ADM: Account
Management function; can access all ADM: Account Org Access
Project and Resource Management ADM: Fiscal Period Setup
reports and data ADM: Indirect Rate Multiplier
P&R Administrator ADM: Master Expense Type
ADM: Payment Term
ADM: Posting Group and Account
FIN: CI Summary & Attributes
FIN: CI Application & Attributes

LESSON 2: ANALYTICS EXPRESSVIEW REPORTS
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