Changes

Jump to: navigation, search

Reports

611 bytes added, 01:39, 2 July 2019
no edit summary
=Configuration - Essentials=
==Permissioning Reports==
Access to the '''report-creation''' features is controlled by the [[User Role|role]]-based manager permission. So you must be in a [[User Role|role]] associated with this feature in order to create reports.
 
<pre> Users who will only view reports do not need these manager permissions. </pre> 
 
You must be a member of a [[User Role|role]] with manager permission for '''Reports''' if you wish to do any of the following actions" 
 
* '''Create''' new reports.
* '''Edit''' or copy existing reports.
* '''Delete''' existing reports, either individual or as batch deletes.
 
==Accessing Reports==
A [[User|user]] who is permissioned for report use can access the reports available to them. Follow these steps to access reports in your SmartSimple system: 
:: [[File:Report list.png|800px|border]] 
 
The report window consists of the following sections along the top row of tabs:
2,299
edits

Navigation menu