About ReportMagic and User Accounts

ReportMagic makes it possible to write beautiful reports containing data from multiple sources such as LogicMonitor, ServiceNow, Microsoft Dynamics, SalesForce, AutoTask and more. We add new integrations all the time - just let us know if you have a suggestion.

Reports can be branded, scheduled and emailed direct to you or your customers starting from your company's existing Microsoft Word templates for consistent branding, from a built-in Microsoft Word template or from playing Report Studio and then saving your work.

Upload your templates using up to date versions of Chrome, Firefox, Edge or Safari on desktop, tablet or mobile phone, then produce your reports as and when or at set times.

Creating an Account

ReportMagic is free to use with some restrictions as shown on the Pricing page and you are not permitted to use any output for Production use. For editable reports, professional services and/or prioritised support, decide how many Production reports you need each month, then view our pricing. There is no limit to the number of users or templates you can create.

To sign up:

View the options here docs.magicsuite.net/pricing.
At the top of the required option, click Sign Up.
Using Microsoft Sign In, select your work email address.

About the Different Users

Unapproved users cannot yet use ReportMagic but can see the Search, Help, Feedback and Profile page areas.

Regular Users

Regular Users always have access to the following:

Search, Help, and Feedback
Changing the Theme
The badges they have earned
Certifications
Feedback they have raised
Personal API Token page where API tokens can be created and deleted

If Role Based Access Control has been set up for Regular Users, they can access:

Schedules
Batch Jobs
Report Studio
Files

Regular Users can only run restricted macros in Schedules which have been locked by Admins.

Tenant Admins

Tenant Admins are by default the first user to create an account on a tenant (new email domain), and they create other Tenant Admins. Tenant Admins can do everything that Regular Users can do, as shown above, and additionally they can:

Create/edit Role Based Access Control to restrict Regular Users
Create/edit/demote/promote Regular Users
Create/edit Connections
Create/edit DataMagic syncs
Create/edit Macro Parameter Defaults
See various information about their tenant
ALWAYS run restricted macros

Super Admins

Super Admins are generally Panoramic Data staff especially on Test environments. Super Admins can do everything that Tenant Admins can do and additionally, they can:

Switch in and out of tenants and see all information
Create/edit certifications,
Create/edit/demote/promote regular/tenant admin users.
See various information over ALL tenants

Uber Admins

Uber Admins are limited to certain Panoramic Data staff for very specific reasons. Uber Admins have all the functionality as Super Admins and additionally, can promote users to SuperAdmin or UberAdmin.

Amending an Account

To check or amend your current subscription:

As an administrator, view and update your company's subscription here: docs.magicsuite.net/admin/account