Reports and Roles

The visibility of reports is restricted by roles and by departments. Not all delivered reports are accessible by all KANA users; a user will only see certain folders and reports types based on role-based permissions. These are assigned in Content Administration, and set by your Administrator.

There are four defined roles for a user. They are:

Agent
Content Manager
Workflow Manager
KANA Administrator

Report views and Responsibilities

Folder	Role
Administration	KANA Administrator
Category	Content Manager, Workflow Manager, or KANA Administrator
Contact Center Management	Workflow Manager or KANA Administrator
Custom Reports	Varies
Customers	Workflow Manager or KANA Administrator
Field Data	Workflow Manager or KANA Administrator
Logins	Workflow Manager or KANA Administrator
Messages	Workflow Manager or KANA Administrator
Charts	Workflow Manager or KANA Administrator
Performance	Content Manager, Workflow Manager, or KANA Administrator

Note for Custom Reports

The Custom Reports folder receives special treatment. This folder is populated at runtime, by examining the file system on the Reports web server, so that any reports built by a KANA Response user are accessible by that user. The Custom Reports folder is actually the amalgamation of four folders in the file system. These folders appear on your Reports Server as:

.../Reports/Report Data/PARTITIONNAME/Custom Reports - Agent
.../Custom Reports - Workflow Manager
.../Custom Reports - Content Manager
.../Custom Reports - KANA Admin

The PARTITIONNAME folder uses the name of the partition; usually this is "default."

Reports in all four of these folders are visible to a KANA Administrator in the ".../Custom Reports - KANA Admin" folder, while a user assigned the Agent role can view only those reports found in the ".../Custom Reports - Agent" folder.