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Reports

1,037 bytes added, 01:49, 2 July 2019
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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.
 
To permission which roles will have the ability to create, edit, and delete reports in your system, follow these steps: 
 
1. Click on the 9-square menu icon on the top right of your page.
 
:: {{Icon-Menu}} 
 
2. Under the heading '''Configuration, '''select '''Roles and Security. '''
 
:: [[File:Roles and security from menu.png|250px|border]]
 
3. Under the subheading '''System Security Settings, '''select the hyperlink '''System Feature Permissions. '''
 
4. Click into the tab labelled '''Action Permission. '''
 
:: [[File:Action permission.png|400px|border]]
 
5. Scroll down until you see the field labelled '''Reports - Manager. '''Click into the text box in order to select from a drop-down of [[User Role|user roles]] that will have manager permissions for reports. 
 
:: [[File:Reports manager permissions.png|350px|border]]
 
* You can also specifically permission which roles will have the ability to '''Export ''''''Data '''from reports. 
 
6. Click '''Save '''at the bottom of the screen when you are done. 
==Accessing Reports==
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