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The Report Base is the group or hierarchy level to which the end user belongs, and the Report Base setting is used in combination with Personalized or hierarchical reporting in Forsta Reportal. A hierarchy level (a Report Base) is specified for each end user login (Reportal Viewer) whenever a report uses a hierarchy. For a Personalized Report, the Report Base determines on which answer in the indexed "Personalized" question the report is to be filtered.
Note: If you as a Forsta Plus user enter a report page, table, chart etc. that requires you to set the report base, and the report base has not yet been set, then Forsta Reportal will automatically assign you to the top level of the report base.
For end users, the report base will be pre-set. But when viewing reports and report pages as a report designer, you must select a current report base on which to filter the report. To do this:
- Go to the Report > Properties menu and select Set Report Base.
- Select a value, and click the OK button to save the selection. Click Clear to deselect the current base .
A pop-up window opens containing the filter question variables.
Figure 1 - Selecting the report base
When a Personalized Filter is selected on a report, all report pages where Personalized Reporting is enabled will be filtered based on the selected report base.