Difference between revisions of "Assigning a Report to Multiple Roles"
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Alternatively, you can assign a single report to multiple [[Role|roles]] in a single step. | Alternatively, you can assign a single report to multiple [[Role|roles]] in a single step. | ||
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The selected report is now available to all [[Role|roles]]. | The selected report is now available to all [[Role|roles]]. | ||
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Latest revision as of 09:52, 30 August 2013
Click here to watch a video on SmartSimple's integrated reporting subsystem.
Alternatively, you can assign a single report to multiple roles in a single step.
1. Edit your Contact List report.
2. Click the Assign Roles tab.
The Role list is displayed.
3. Select all roles.
4. Click the Save button.
The selected report is now available to all roles.
