Edit and Creation Mode

In Settings > Edit and Creation Mode, you can view the fields, as shown in the image below.

Send notifications when a report is created or modified

If you enable this option, all reports that are created or modified will be notified via email.

Which events to notify

As mentioned above, you can select which actions you want to be notified about, choosing between creation, modification, or both.

Which user profiles should be notified

To better direct the information, you can also choose which profiles will be notified, selecting all three if desired. This notification is sent both via email and within the administration portal.

Automatically import reports

With this option enabled, if a user creates or modifies a report and saves a copy, the copy will be automatically imported into the portal.

By default, this copy is saved in the workspace of the original report, and without this permission enabled, manual importation would be required.

In this case, a notification will be sent via email and in the portal, informing about pending reports.

By clicking on the notification, you will be redirected to a report import and review screen, as shown in the image below.

From there, you can govern and review what the user has created or edited, allowing you to import or reject these reports. Additionally, within this same permission, there are other related functionalities.

In this option, there are three possibilities:

• Only import the report? The report will be imported without any permissions, and it will be necessary to assign which users can view it.

• Copy permissions from the original report: The same permissions that the original report has will be inherited by this copy.

• Import and grant permission to the creator: The report is automatically imported with access granted only to the creator.

Import the report into the same folder as the original report

If this option is enabled, the report will be automatically imported into the same folder as the original report.