Update to Custom Report Writer Permissions

Why have we made improvements?

To bring the amount of data staff members can see in the Custom report Writer in line with the rest of your site, access to data in the Custom Report Writer is now based on a user's permissions. This means that more of your staff will be able to use our Custom Report Writer effectively, and you will be able to easily regulate what data they can see in order to safeguard your students and staff.

Don't worry, your staff will not be able to see any more data than before, but certain types of data may now be restricted for some staff members without the correct permissions. See the section below for more information.

We're on hand to provide support if you would like more information, or if you need to enquire about what permission is needed to view a field in a report - just contact the Customer Support Team.

 

What are the improvements?

We've mapped each users' Custom Report Writer permissions to the data they can see in the rest of the site. For example, if you are unable to view Child Protection Status on any student profiles, you won't be able to see it on the Custom Report Writer.

 

Access

If you have the correct permissions to view all fields in a report, you will not see any change. For example, if you have the Child protection status: View all students permission, you will still be able to see all the information in the Child Protection Status field of a relevant report.

Screen_Shot_2019-01-04_at_09.01.13.png

 

If you do not have the correct permissions to access a field, you can still view the report, but the field will be redacted. For example, the user accessing the report below does not have the Child protection status: View all students permission.

Screen_Shot_2019-01-04_at_09.04.45.png

 

If you only have a My Students permission rather than the full All Students permission, you will be able to view a report, but the field will be redacted for all other students. For example, if you have the Child protection status: View my Students permission but not the Child protection status: View all students permission.

Screen_Shot_2019-01-04_at_09.08.09.png

 

Filtering

If you only have a My Students permission and try to filter a report using data you do not have the permission to access for all students contained in the report, access will be denied. For example, if you have the Child protection status: View my students permission and try to filter a report regarding all students by Child protection status, you will be denied access to the saved report.

child_protection_filter.gif

The same applies to grouping, ordering and collating by data you do not have access to.

 

You can filter a report to only show students managed by you (My Students), by filtering to show only your classes where you are the lead tutor, then filtering by the data you wish to see.

permissions_crw.gif

 

How will this impact sharing reports?

This update affects the data that is viewable in each report depending on whether it is shared within the MIS or in an external email. 

Sharing in the MIS

For example, I have the Child protection status: View my students permission, so my example report has some information redacted.

Screen_Shot_2019-01-04_at_10.12.46.png

 

I am sharing my report with the head teacher by clicking the share button in the top right of the screen. In the slide over, I choose who the report will be shared with and whether they can View or Edit the report.

Screen_Shot_2019-01-04_at_10.18.15.png

 

If I click the Share Report button, the report will appear in the head teacher's list of reports.

Screen_Shot_2019-01-04_at_10.31.13.png

 

When they view the report, they will see all fields they have permission to access.

Screen_Shot_2019-01-04_at_08.59.53.png

In this process, the report itself doesn't change - just the content that is displayed for each user. So, for example, an Admin Assistant could create a detailed report for the Head Teacher without being able to see any of the data contained in it. When the report is shared, the Head Teacher will be able to view all the data contained in these fields.

 

Sharing by Email

If I decide to share the report by email, the permissions I have will determine what is shown in the shared report.

Screen_Shot_2019-01-04_at_10.42.02.png

 

Custom Report Writer Superuser

If you're a Head Teacher, none of these changes will impact what data you can see when  viwing the Custom Report Writer part of Arbor. In fact, you can see even more than before!

We’ve introduced the Custom Report Writer: Superuser Access permission. This allows you to access all custom reports in your school, even if they haven't been shared with you - especially useful for when staff leave! You can also delete and edit reports.

The permission has been automatically assigned to Head Teachers managed by Arbor, but can be given to others users as needed. Click here to find out how to assign Ad-Hoc permissions to your staff. 

Screen_Shot_2018-11-16_at_08.30.08.png

 

I'm still stuck!
0 out of 0 found this helpful