Page Comparison

Data Sources

Data Source Connections belong to the Organisation they were originally created in. Data Source Connections created at the Primary Organisation, like other pieces of content, will be accessible for use at the Client level. Clients are not able to edit content made at the Primary Level.

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It is possible for a user logged in to a Client to create a report using a Data Source belonging to either its own Organisation or that of the Primary Org.

Note: if a report is based on a source in the Primary Org, the report will still only be accessible to the users in the Client it was created, it will not be shared across Clients unless it is created at the Primary level.

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Each Client has its own set of Report Categories, and users logged into the client will only be able to publish to these, Primary Org Categories can only be used by the Primary Org reports. Users will be able to view reports in Primary Org Categories, but will not be able to save into them.

Note: if no Report Categories exist at the Client level, a user will not be able to save reports, only create AdHoc reports.

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It is possible to assign access permissions to content located in the Primary Org by securing the Content Categories it's stored in, based on Client Org User Groups.

See Primary Org Content Security for more information.

Dashboards

A combination of Primary Org and Client Org reports can be used to create dashboards. Dashboards themselves can be shared from the Primary Org or created at the Client Org.