Setup Steps

1. Set up tenants, for example ACME and Globex Online.

2. Add connection for the global report (Northwind) then add connections for tenants (ACME_Northwind and GO_Northwind).

3. Map connections of tenant to the system connection in Data Setup > Database Mapping.

   

4. Set up tenant roles and users that can access reports.

5. Create the report at system level, then save it into Global Categories.

   
   

6. The Global Categories and global reports are visible to tenant users.

   
   

Features of Global Report

• Best way to share reports among tenants (using Copy Management to copy reports takes more time).
• The Global Categories is well positioned in Left Navigation, easily accessible.
• Report data is read from the tenant’s connection only.
• The names “Global Categories” and “Local Categories” can be aliased in Report Setting.
• When saving an existing report in a local system category as a global report, please note that any subreports used in the report must also be saved into global categories as well. Once this is complete the subreport links must be updated to point to the correct global subreport as the report ids will be new in the global categories.