Syncing External Reports

All standard and custom external reports that a user has access to in MRI Property Management are automatically synced with Report Gateway nightly. However, report and system administrators can manually sync reports on an ad hoc basis if needed.

Whenever reports are synced, all related security access options in MRI Property Management for those reports are synced as well, translating user roles into Report Gateway security roles and report groups. MRI Property Management should remain the source of truth for ReportDesign report security.

Note

Synced security roles and report groups appear in Report Gateway in the format [PMX Role]-[PMX Description]_[Database]_PMX. These security roles and report groups are added to Report Gateway automatically when external reports are synced.

 

To manually sync external reports, follow these steps:

1.         Go to Admin Settings > Reports.

2.         Click Sync external reports.

3.         In the Sync external reports drawer, click Sync for each application from which you want to sync reports. After the process completes, text appears showing when the reports were last synced.

Note

Not all applications are available for external report syncing, and the current user must have access to the data context of the application to see this option.

 

Related Topics

         Managing Report Settings