Approving / Rejecting Reports

Published reports can be configured to require approval before being distributed to recipients. Any user with share access and using the same scope as the one used to create the report can approve or reject the published report.

1. Check the Needs Approval Before Distribution checkbox in the header of a report definition.
2. Schedule the report definition to create a published report.
3. Wait for the report to display the Completed and Approval Required status icon.
4. Click the status icon to display the Scheduled Item History dialog.
5. Click either the Approve or Reject button.
   • Approved reports are distributed to their recipients.
   • Rejected reports display a Completed and Rejected status icon. Optionally click the status icon to display the rejected report. You can subsequently approve it.