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IBM Cognos Analytics Platform => Cognos Analytics => Content Explorer - Portal => Topic started by: Magdalina08 on 16 Feb 2021 11:03:22 AM

Title: Add Report or Dashboard as Default Homepage for Specific Roles
Post by: Magdalina08 on 16 Feb 2021 11:03:22 AM
Hi, we are upgrading to Cognos 11.  I see that I can set the default homepage using a Report or Dashboard for users by going to the customization area and selecting the correct option.  I did that and seems to be working fine.  The problem is, I need it to show a specific report for some users and another specific report for other users.  General and Management for instance. I found how to customize Views, but it doesn't show how to use a report for this.  Have I missed something???  I cannot find any information online or in the documentation on how to accomplish this.  In 10.2.2, we had the Portal pages where permissions could be set up.  I had one for General and one for Management. 
Title: Re: Add Report or Dashboard as Default Homepage for Specific Roles
Post by: MFGF on 16 Feb 2021 12:48:09 PM
Quote from: Magdalina08 on 16 Feb 2021 11:03:22 AM
Hi, we are upgrading to Cognos 11.  I see that I can set the default homepage using a Report or Dashboard for users by going to the customization area and selecting the correct option.  I did that and seems to be working fine.  The problem is, I need it to show a specific report for some users and another specific report for other users.  General and Management for instance. I found how to customize Views, but it doesn't show how to use a report for this.  Have I missed something???  I cannot find any information online or in the documentation on how to accomplish this.  In 10.2.2, we had the Portal pages where permissions could be set up.  I had one for General and one for Management.

Hi,

Just create a different role for each group of users, add the users to the role, then customize the role to define the default home page for the role.

https://www.ibm.com/support/knowledgecenter/SSEP7J_11.1.0/com.ibm.swg.ba.cognos.ag_manage.doc/c_ca_mng_cust_roles.html

Cheers!

MF.
Title: Re: Add Report or Dashboard as Default Homepage for Specific Roles
Post by: Magdalina08 on 16 Feb 2021 12:55:20 PM
Thanks MFGF!  That was incredibly simple! I guess I was overlooking the "Role" vs. "Group" setting every time I looked at that documentation.