1. FAST Administration Training
Admin “Best Practices” and a look at:
Security changes in FAST
Pinned Reports
FAST Notifications
The Report Scheduler
Dynamic Selection Reporting

2. Pinned Reports Security: so what’s changed?
At the Admin level, just about everything you’ve been asking for!
Enhanced “Sharing Options” offer more flexibility and more options when it comes to creating and assigning Pinned Reports to groups
Want to create a “Group” Pinned Report and then hand off the maintenance? We’ve got an option for that.
Want to give “read-only” access to a group? Now you can!
New Pinned Report Audit and Maintenance Log

3. Age Old Question…. Roles vs Groups??

4. E.g. JV or Budget Approvals? Save and Edit?
ROLES: What users can see and do
GROUPS: How to share information
In Reporting apps, ROLES control what users in each Role can see on each menu item. In other words, what reports do they have access to?
In Data Entry apps, ROLES control what functions each user has access to
E.g. JV or Budget Approvals? Save and Edit?
GROUPS are the optional indicator added to a ROLE to enable the Sharing options
Once added to a group, all users in that ROLE can share Pinned Reports, Graphs and Dashboards
You can also utilize the Group Report Scheduler to automate report delivery to each member

5. Let’s take a closer look

6. Best Practices
Keep it simple! Don’t create too much too soon; always easier to add than take away.
Always keep the audience (of the Pinned Report) in mind
Remember to assign “maintenance access” if you don’t want to be the only one
Use the Pinned Report “Audit and Maintenance Log”
If key members of your team leave, you can reassign maintenance to a new member of the team

7. It all comes down to Menu Access
If you forget this step, you can’t go any farther
This tells the system which roles can see which menu items (reports)
If in doubt, don’t forget about the Menu Access by Role and Menu Access by User Audit Logs
In FAST you grant granular access to each menu node, one by one
Show the audit logs if things seem a bit fuzzy
To locate Menu Access: Administration -> Access -> Menu Access

8. Creating Group Pinned Reports

9. New Rules of the Game Users in these Roles can run this report
Users in these groups who are also in the “Create/Update Group Pinned Reports” Role can run and maintain this report
Users in these groups can run this report but won’t be able to change any filters or options
Menu Access is assigned to this group
The intersection of these roles will be able to also edit and maintain this Group Pinned Report
This is a true “Read-Only” report; this group does not have Menu Access to this report

10. Warren’s favourite….the Venn diagram:
Create/Edit Group Pinned Reports Role
ROLE B
10 Users
ROLE A
20 Users 2 1
The “Create” and “Edit” access will only be granted to the intersection of Roles where the User(s) ALSO have the Create/Edit Group Pinned Reports Role

11. Exceptions and Reminders:
Remember to Create and Manage your Roles and Groups before creating your Pinned Reports
Remember that in assigning “maintenance” access of this report to a group, you are no longer the primary “admin” for it
If you assign “read only” access to a report but a user can see it as a regular view it means that they have one or more additional roles granting them Menu Access to the reporting page

12. New FAST Notifications
If you create, update or delete a group Pinned Report, the members of that group will now receive an instant FAST Notification to let them know about the changes!
Users will then have the option to review the new or modified report, clear an individual notification or clear all.
This is a great way to communicate centralized changes to your end users quickly and easily

14. Pinned Report Detail Log
Shows ALL Pinned Reports for any FAST application
Check and see if your end users are making use of the new tools
Execution count, Dashboards, Schedules and Favourites!
Assign alternate “maintenance” control of any Pinned Report to another end user
Either Permanent or Temporary or just as a back-up!
View or Edit the security assigned to each Pinned Report
Take a look at this!
To find it: Administration -> Information -> Pinned Reports

15. Using the Group Pinned Report Scheduler
Once you create the reports, push that data out as a PDF, Excel or CSV
You choose the interval, frequency, days and time and format
Deliver right to your user groups’ inbox and avoid confusion
Don’t forget about the Admin Level reports
Security configuration allows you to create one central report but still enforce security for every single execution; users only see what they are allowed to see!

16. Let’s take a look at a sample in FAST
You can also review the following Admin Level reports to review the details:
Scheduler Summary
Scheduler Details
Recipient Details

17. Dynamic Selection Reporting
New and Improved
If you didn’t use it before, I don’t blame you – but it’s time to start
New rules allow you to SHARE Dynamic Selections and/or include them in Group Pinned Reports
Now first off… what the heck is Dynamic Selection Reporting?

18. Two main concepts
Bringing External Datasets into FAST
Using existing data in another report
E.g. A list of Employee ID’s or Student ID’s on an external Excel spreadsheet -> You need to know something about that list of ID’s.
E.g. Run a FAST report; you get a long list of results -> you need to know something else about the results on that list!

19. Enhancements now available:
Until recently, this was a very clunky process
No longer available only at the Admin level
Available as an “ad hoc” function at the column level
Can choose your duration to save (if at all)
There was no way to share your selection or apply it to a shared Pinned Report
TIP: Don’t forget to include a clear and concise Title and Description

20. Sample of Dynamic Selection Reporting
Step 1: Refine your dataset
Step 2: Open the Column Level Options
Step 3: Click Create Dynamic Selection
Step 4: To share, select Expires = Never
Step 5: Select Filter Controls
Step 6: Complete Sharing Options
Step 7: Save
Do a sample live

21. What can you do with it?
Apply that “selection” as a single Filter Control for any other report where the value (in this case Employee ID) is available!
Use it to find out something else about that selection!

22. How and Where to Edit or Delete
Dynamic Selections are available to review or edit on the Report Results Tab of any report for the entire application