Why Are Report Creation or Comparison Options Grayed Out, and How Can I Resolve This?
When using Buxton, you may encounter situations where options like "Create Report" or "Compare in Report" are grayed out. These issues typically arise due to user role permissions or template configurations. Below, we explain the common causes and provide solutions to resolve these problems.
User Role Permissions
If the "Create Report" option is grayed out, it is likely due to your account's assigned role. Users with roles that lack reporting permissions, such as the "viewing user" role, cannot create or run reports. However, you can still view reports created by others by following these steps:
Navigate to the Reports tab.
Turn on the Collaborate option to access shared reports.
To gain the ability to create or run reports, you will need to request an admin to upgrade your role to one that includes reporting permissions.
Template Configurations
The "Compare in Report" option may be unavailable when using custom templates. This issue occurs if at least one section in the template does not support comparison. For example, sections like "Actual Customers" are non-comparable and can block the comparison feature. To enable the "Compare" option:
Review your custom template.
Identify and remove any non-comparable sections.
Save the updated template and retry the comparison.
By ensuring all sections in your template support comparison, you can run side-by-side reports across multiple geographies.
Summary
Grayed-out options for report creation or comparison are usually tied to either user role permissions or template configurations. Addressing these issues involves:
Upgrading your user role to include reporting permissions.
Modifying custom templates to remove non-comparable sections.
By following the steps outlined above, you can resolve these issues and fully utilize Buxton's reporting features.