Creating a folder under Functionalities Tree in SpagoBI Server
In general Spago BI uses its own functionalities tree which allows to better organize documents / reports by grouping them in folders. Although in built Folders are provided to organize (Analytical documents, Custom Documents and Audit & monitoring under Functional Tree) but most of the cases we like to maintain our reports to be placed under different folder.
Based on Role-Based permissions these folders are visible to user. This structure can be created or modified only by the administrator.
Let’s start creating a folder under Functionalities Tree:
- Login as biadmin.
- From left menu, Select Functionalities Management under Profile tab.
- By clicking on a node of the functionalities Tree a set of possible actions is shown:
- While clicking on Functionalities insert option fill in Label, Name & Description (option) on Functionalities Detail page.
- Move up/down
- Assign roles as preferred and Save the page
Thanks & Regards